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118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting
Published 4 years, 8 months ago
Description
Scott and James discuss how you can take advantage of tax loss and tax gain harvesting.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Scott's eldest son scores a goal & James surfs!
2:42 - When Should I Start Saving / Investing?
4:10 - Tax Loss Harvesting
6:13 - Taking Advantage of Losses
6:26 - What is a Wash Sale?
8:41 - Capital Gains v. Ordinary Income
10:16 - Does Your Financial Advisor Ask For Your Tax Return?
13:00 - Tax Gain Harvesting
15:55 - Tax Gain Harvesting & Roth Conversions
17:23 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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