118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting

Real Personal Finance

Konten disediakan oleh Scott Frank and James Conole, Scott Frank, and James Conole. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Scott Frank and James Conole, Scott Frank, and James Conole atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

2+ y ago 18:15

MP3•Beranda episode

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

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Scott

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193 episode

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