Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know
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Today I'm kicking off a multi-part series on tax-loss harvesting. In part one, I'm breaking down: What tax-loss harvesting is (and how it works) Why it has become a popular tax strategy 5 little-known things about the wash sale rule If you’re a retirement saver ready to learn all about tax-loss harvesting, you’re going to love this episode...and this series. *** 📬 Subscribe to the Newsletter 📊 Get Your FREE Retirement & Tax Analysis ✏️ Grab the episode show notes
Tax-Loss Harvesting (Part 1): The 5 Things You Need to Know