
Loss Harvesting: Why Wealthy People Love It (And You Should Too!)
Money Guy Show
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The Negative Things You Need to Talk About With a Financial Advisor
A lot of people are asking this question, Brian, and I know that you're going to know the answers. You said I can carry forward losses, but how do I keep track of my losses? Like, do I have to keep a spreadsheet in a file some way to do that? And after I offset $3,000 of income on tax return, like, how will I remember next year that I have losses that I can use? What's the tracking mechanism to even make that possible? Well, look, we don't mind giving you the instruction manual, or the toolbox to do this stuff. But this is another one of those, I tell you success creates complexity.
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