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Is Tax-Loss Harvesting Right For You?
Manage episode 448027145 series 3534517
During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally selling investments in taxable accounts at a loss. While it may be useful for a complex taxable account, it doesn’t necessarily make sense for someone with smaller investable assets. It may even hurt the long-term performance if executed improperly. In this episode, Nathaniel discussed some misconceptions of this strategy, the pros, and the cons. Stay tuned.
171 эпизодов
Manage episode 448027145 series 3534517
During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally selling investments in taxable accounts at a loss. While it may be useful for a complex taxable account, it doesn’t necessarily make sense for someone with smaller investable assets. It may even hurt the long-term performance if executed improperly. In this episode, Nathaniel discussed some misconceptions of this strategy, the pros, and the cons. Stay tuned.
171 эпизодов
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