What is Tax Loss Harvesting & Why You Should Be Doing It

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On the 39th episode of the Retirement Explained podcast, I’m talking about an advanced investment strategy called ‘Tax Loss Harvesting’.

It’s something any good financial advisor is looking to do with their clients and if you’re doing it yourself, you should be looking for opportunities to harvest your tax losses.

There are some things to watch out for when conducting this strategy and make sure you pay attention to the Wash Sale Rule! It’ll get ya!

-Brian

Brian Rasmussen