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205 | Tax Loss Harvesting with Sean Mullaney

May 11, 2020
Guest
Sean Mullaney
Financial expert Sean Mullaney shares insights on tax loss harvesting, covering strategies for minimizing taxes and maximizing gains. The discussion delves into navigating wash sale rules, asset reallocation, and optimizing retirement accounts for long-term financial health.
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Episode notes
1
Introduction
00:00 • 4min
2
Mastering Tax Loss Harvesting for Financial Success
03:39 • 16min
3
Strategic Tax Loss Harvesting and Portfolio Reallocation Strategies
19:57 • 5min
4
Navigating Wash Sale Rules and Asset Reallocation
25:27 • 6min
5
Navigating Retirement Accounts and Tax Strategies
31:41 • 21min
6
Focus on Long-Term Financial Planning and Live Q&A Event Invitation
52:33 • 2min