
Ep. 19 - Tax Loss Harvesting to Create Tax Free Retirement Income
Sidia Da Elsa
الوصف
<p>Sometimes "hanging tight" isn't the best solution during times of volatility. We've had two bear markets since the Great Recession of 2008. COVID-19 was the first, and the inflation that ensued thereafter in 2021-2022 led to the second. Tax Loss Harvesting involves selling investments when they are down in value (in a taxable account) to create a realized loss for tax purposes. You can then use these losses in current or future years (retirement) to reduce taxes!</p> <p><br></p> <p>These opportunities don't come every year, so it's important to take advantage while you (still) can! </p> <p><br></p> <p>I hope you enjoy this episode!</p>
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Ep. 19 - Tax Loss Harvesting to Create Tax Free Retirement Income
Sidia Da Elsa