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Tax Diversification Part 5: Tax Loss-Harvesting and Municipal Bonds
Gerry Ricken & Heidi Ricken-Provost discusses what tax loss-harvesting is and how people can use it to minimize the taxes they pay on capital gains. Heidi and Gerry also explain the kinds of accounts this works and does not work for and how losses can be applied across a portfolio to offset gains. Then they share the tax pros and cons of municipal bonds and why people need an advisor to walk them through these helpful, but tricky processes. And Gerry and Heidi share about the “Cocktails for Camp” event they attended to benefit a cause very close to their hearts. Get your…
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