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Understanding Tax Loss Harvesting & Capital Gains Harvesting
Manage episode 440391727 series 3561360
Konten disediakan oleh Impact Partnership and Jon Hicks. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Partnership and Jon Hicks atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Jon discusses various tax strategies that can help individuals minimize their tax liabilities, particularly focusing on tax loss harvesting and capital gains harvesting.
He emphasizes the importance of year-round tax planning and provides actionable insights for listeners to consider as they approach year-end financial decisions. Hicks also highlights the potential benefits of utilizing 401k contributions and backdoor Roth options to optimize tax savings.
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