Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting (Ep. 36)
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…
The skinny
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