I make one exception, if you're in the zero % bracket, i think it's ok to do some tax gain harvesting. But for the most part, i would not do it, just based on fear of this tax bill in congress going through. I might accelerate some of my plans. If there were a few things i was going to do in the next year or two, i might accelerate those and try to get em done before the end of the year. All right, we got a question now about opportunities.
This episode we are answering questions about investment taxes. There are several things that you can do to reduce your investment taxes including the use of retirement accounts and buying and holding tax efficient investments. We cover six ways to help with reducing those taxes. We talk about when (or if) you should rebalance your portfolio and what to do if you have to recharacterize from a Roth IRA to a traditional. We discuss if it is ever a good idea to do tax gain harvesting and go over what opportunity zone investing is and what type of investors are participating in it. Learn more on how investments are taxed: https://www.whitecoatinvestor.com/taxes-on-investments/
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