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118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting
Manage episode 302867830 series 2653925
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
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
Manage episode 302867830 series 2653925
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
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episoder
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