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10min chapter
Retirement Year End Planning: Tax-Loss Harvesting
Retirement Answer Man
Mastering Tax-Loss Harvesting
This chapter explores tax-loss harvesting as an effective year-end strategy for managing taxes by selling underperforming assets. The speakers illustrate how realized losses can offset capital gains and influence overall taxable income, stressing the significance of understanding asset classifications. Practical advice is offered on utilizing tax software and resources to maximize tax benefits and navigate complex regulations and market trends.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode