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What and How to Use Tax Gain Harvesting

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Manage episode 381339915 series 2665900
Content provided by Lacey Langford. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lacey Langford 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.

It's the season of tax talk. You’re starting to see more and more news and social media posts to begin preparing for tax season. Me included. I recently saw a post on tax gain harvesting and wanted to learn more about what that is and who should be harvesting.

In this episode, Sean Mullaney breaks down tax gain harvesting and how people can use it in their tax planning. We also discuss the importance of going beyond the mentality of tax filing and into tax planning.

Sean is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. He is the author of the Plutus Award-winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur's Retirement Account, a book about his favorite retirement account.

The show notes can be found here: https://laceylangford.com/podcast/tax-gain-harvesting

  continue reading

293 episodes

Artwork
iconShare
 
Manage episode 381339915 series 2665900
Content provided by Lacey Langford. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lacey Langford 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.

It's the season of tax talk. You’re starting to see more and more news and social media posts to begin preparing for tax season. Me included. I recently saw a post on tax gain harvesting and wanted to learn more about what that is and who should be harvesting.

In this episode, Sean Mullaney breaks down tax gain harvesting and how people can use it in their tax planning. We also discuss the importance of going beyond the mentality of tax filing and into tax planning.

Sean is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. He is the author of the Plutus Award-winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur's Retirement Account, a book about his favorite retirement account.

The show notes can be found here: https://laceylangford.com/podcast/tax-gain-harvesting

  continue reading

293 episodes

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