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Tax Loss Harvesting: A Year-Round Strategy
Manage episode 440711151 series 3561293
Innehåll tillhandahållet av Impact Partnership and Mike Douglas. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership and Mike Douglas eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end.
Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding short-term versus long-term gains. Through real-life examples, they illustrate how strategic tax loss harvesting can minimize tax liabilities and maximize retirement savings.
Visit MichigansRetirementCoach.com to connect with Mike and his team and start building your retirement plan today!
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