Tax-Smart Investing
Jill on Money with Jill Schlesinger
00:00
Exploring Tax Loss Harvesting and Roth IRA Withdrawal Strategies
Learn about tax loss harvesting in a brokerage account to reduce capital gains and taxes, as well as withdrawal strategies from a Roth IRA to manage income and avoid Medicare surcharges discussed by the hosts in response to listener questions.
Play episode from 06:31
Transcript
