According to Plan: Tax Loss Harvesting 101

In the latest episode of 'According To Plan', hosts Tom Farrell and Kate Fishbein dive deep into Tax Loss Harvesting - a powerful strategy for optimizing investment accounts.Learn about opportunities and actions you can take now to lower your tax bill on non qualified investment accounts. Here is a snapshot of what was discussed: Tax Loss Harvesting 101The importance and benefits of harvesting losses in non-qualified investment accountsUnrealized vs. realized gains ; Long-term vs. short-term gainsTax-efficient strategies for smarter financial planning Wash Sale RuleDemystifying the complexities around the Wash Sale Rule Planning for the FutureThe benefits of loss carryforwards for future tax yearsNothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities.  Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation.  Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions.  The opinions expressed in this podcast are those of the participants and may not reflect those of the firm.  To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing.  The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.