Tax-Loss Harvesting (Part 2): Who Benefits the Most?

Stay Wealthy Retirement Podcast - En podcast af Taylor Schulte, CFP®

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Today I’m continuing with our series on tax-loss harvesting. Here in part 2, I’m sharing: Who should consider tax-loss harvesting Who should stay away from it The (top) 3 things that can boost your tax savings I’m also presenting situations where tax loss harvesting can backfire, and do more harm than good. 😬 If you're a retirement saver ready to learn how this tax strategy can be maximized, you're going to love today's episode.  *** ✏️  Grab the Episode Show Notes 📬  Subscribe to the Stay Wealthy Newsletter! 📊  Get Your FREE Retirement & Tax Analysis

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