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Tax-Loss Harvesting: How to Implement & Benefit from this Strategy

Tax-Loss Harvesting: How to Implement & Benefit from this Strategy

Update: 2022-05-21

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Description

With the stock market recently entering a bear market, this is a great time to be considering harvesting any losses that you have to help offset capital gains. In this episode, we provide:

An overview of capital gains and tax-loss harvesting
Tips & tricks to implement this strategy on your own
How to avoid costly mistakes
The value that tax-loss harvesting can provide

Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nickreilly.substack.com

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Tax-Loss Harvesting: How to Implement & Benefit from this Strategy

Tax-Loss Harvesting: How to Implement & Benefit from this Strategy

Nick Reilly, CFP® & CDAA™