AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
14min chapter
Retirement Year End Planning: Tax-Loss Harvesting
Retirement Answer Man
Understanding Wash Sale Rules and Tax-Loss Harvesting
This chapter explores the complexities of the wash sale rule, which affects how investors can claim tax losses on securities. It discusses strategies for tax-loss harvesting, the importance of distinguishing between substantially identical securities, and the implications of capital loss carryforwards. Additionally, the chapter emphasizes the need for careful financial planning and consulting with tax professionals to navigate the intricacies of tax regulations.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode