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Ep #212: Tax Savvy Investing: Gains, Losses, and Strategies

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Manage episode 448630171 series 2799517
Content provided by ER Doc Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ER Doc Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With the market performing well recently, many of you may find yourselves sitting on sizable gains in your portfolios. But how do you navigate these gains effectively to optimize your tax situation?

On today's episode, we'll break down the mechanics of tax-gain harvesting—what it is, when to use it, and how it can potentially save you money—alongside the more familiar tax-loss harvesting strategies.

  continue reading

236 episodes

Artwork
iconShare
 
Manage episode 448630171 series 2799517
Content provided by ER Doc Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ER Doc Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

With the market performing well recently, many of you may find yourselves sitting on sizable gains in your portfolios. But how do you navigate these gains effectively to optimize your tax situation?

On today's episode, we'll break down the mechanics of tax-gain harvesting—what it is, when to use it, and how it can potentially save you money—alongside the more familiar tax-loss harvesting strategies.

  continue reading

236 episodes

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