EPISODE · Dec 13, 2023 · 27 MIN
Q&A: What Is Tax-Loss Harvesting?
from The Diana Richey Podcast · host Diana Richey, JD, CFP®
A listener asks: What is tax-loss harvesting and how can I use it to my advantage?This episode starts with a primer on tax basis and capital gains tax. It then explores tax-loss harvesting and gives you some actionable steps so that you can make the most of this tax planning strategy. Get full access to Diana Richey, JD, CFP® at dianarichey.substack.com/subscribe
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Q&A: What Is Tax-Loss Harvesting?
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