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“High Earner, Not Rich Yet”: Must-Have Money Hacks for HENRYs and HENRIETTAs

The Money with Katie Show

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Using Losses to Offset Gains and Optimizing Charitable Giving

This chapter explores the strategies for maximizing tax benefits through offsetting losses and optimizing giving strategies. It covers topics such as writing off losses, carrying forward losses, donating appreciated stocks, and the advantages of donor advised funds.

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