Unlock Year End Tax Savings from Your Stock Portfolio!

14/11/2024 4 min Temporada 1 Episodio 10
Unlock Year End Tax Savings from Your Stock Portfolio!

Listen "Unlock Year End Tax Savings from Your Stock Portfolio!"

Episode Synopsis

As year-end approaches, it's time to review your stock portfolio for tax-saving opportunities. This episode covers tax-loss harvesting—a strategy to offset gains by selling underperforming stocks. Just watch out for the 'wash sale' rule, which can disallow losses if you repurchase the same stock within 30 days. Tune in for tips on creating a tax-efficient start to the new year!