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When Tax-Loss Harvesting Makes Sense (And When It Doesn’t) (EP.162)

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Manage episode 430490983 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff 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://player.fm/legal.

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone?

Listen now and learn:

  • The three components necessary to derive value from tax loss harvesting

  • Reasonable expectations of value from tax loss harvesting

  • Actions you can take to maximize the potential benefits of tax loss harvesting

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 430490983 series 3280613
Content provided by Peter Lazaroff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peter Lazaroff 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://player.fm/legal.

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone?

Listen now and learn:

  • The three components necessary to derive value from tax loss harvesting

  • Reasonable expectations of value from tax loss harvesting

  • Actions you can take to maximize the potential benefits of tax loss harvesting

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

142 episodes

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