Welcome to episode 234 of Love, your Money! In this episode, we’re simplifying a few important topics that can feel overly complex to many people — tax-loss harvesting and backdoor Roths.

If you’ve heard about these strategies before, but aren’t sure exactly what they mean, today’s episode will tell you everything you need to know. If you’ve never heard of these strategies, no problem!

You’ll learn a few strategies that can improve your financial situation today. Before you know it, you’ll be teaching your friends how they can improve their financial situation!

Here’s what you’ll find out in this week’s episode of Love, your Money:

How a backdoor Roth IRA works
Who is a backdoor Roth IRA for?
Why to do a backdoor Roth conversion
What is tax-loss harvesting?
The step-by-step tax-loss harvesting process
What to watch out for when tax-loss harvesting

Show Notes

To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/tax-loss-harvesting

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

234: Tax-Loss Harvesting & Backdoor Roths with Hilary Hendershott