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WCI #300: Introduction to the Secure Act 2.0

White Coat Investor Podcast

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Do You Have a Tax Loss Harvest?

If you have a few hundred thousand dollars of tax losses that you've accumulated over the years, well, that can offset that $2 million gain. And so there's lots of uses to having tax losses for those of us with taxable accounts. You don't need to be doing this hour by hour, like, you know, betterment might be doing it. Just check when the market goes down significantly of all the stuff you bought recently and see what has a loss and harvest it. Make sure if you need some help with your taxes this year that you check out our resources.

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