81. What is Tax Loss Harvesting?
Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey Smith to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your portfolio, selling it so that you can sell off the loss, and then reinvesting it into something else. This technique leverages a circumstance in your portfolio to enhance your tax standing. Just because you sell something doesn’t mean it’s bad. Most advisors don’t even think to do this.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families…
The skinny
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