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

Real Personal Finance

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2+ y ago 18:15

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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

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