Episode Details

Tax-Loss Harvesting (Part 3): Answering Three Important Questions

Episode 167 Published 3 years, 9 months ago

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In today's episode, I'm wrapping up our tax-loss harvesting series.

Specifically, I'm answering three BIG questions:

What if I don't have any capital gains to offset? How to maximize the benefits of tax loss harvesting?
How do I navigate multiple tax lots properly + avoid making a costly mistake?
What is direct indexing and why is tax-loss harvesting always advertised as a benefit?

If you're a new listener, hit the pause button on today's episode and go listen to part 1 of this series first.

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