
Mike Piper: bequest planning
Bogleheads® Live
00:00
How to Avoid Tax Bills by Dying
Tax loss harvesting is selling an investment at a loss in a taxable account to potentially reduce for tax bill. Of course, you don't want to be harvesting losses where you're at the 0%. Tax bracket for long-term capital gains. One of the two best ways to get money during your lifetime is donating appreciated securities.
Transcript
Play full episode