The Retire Right Podcast

Episode 36 -  Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting

December 13, 2018

 

Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings!

Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but Larry doesn’t want you to miss out. In this episode, Larry explains how you can benefit from tax-loss and tax-gain harvesting.

In this episode, you’ll learn:

  • The differences between tax-loss harvesting and tax-gain harvesting
  • Optimal scenarios for applying these two strategies
  • Examples of benefits these strategies can offer investors
  • The deadline for executing these strategies
  • And more!

 

Tune in now to learn more about tax-loss and tax-gain harvesting and how you can benefit from them during your year-end tax planning!

Resources: Heller Wealth Management