🎙️ Tax Loss Harvesting Myths: What Actually Works | Living Richly with Curo | 89

Описание: In this episode of Living Richly with Curo, Anne and Atricia dive into the topic of tax loss harvesting, breaking down common myths and explaining how this strategy can fit into a broader financial plan. They emphasize the importance of working with professionals and making thoughtful investment decisions beyond just tax considerations.

Here’s what you’ll learn 👇

🔍 What tax loss harvesting means and where it applies
🎯 Why it’s only for taxable accounts, not retirement accounts
💡 Common myths about who can use tax loss harvesting and its effects
📌 How to stay invested and avoid the wash sale rule
🤝 The value of working with financial and tax professionals
🔑 The importance of integrating tax strategies within your long-term goals
🌱 Real-life examples illustrating the strategy in action
🛑 Why not to harvest every dip or loss

Tune in to better understand tax loss harvesting and how it might be part of your financial toolkit while keeping your broader goals in focus.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

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🎧 https://spoti.fi/3YtkVyR

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📌 Related Terms:

tax loss harvesting, taxable accounts, wash sale rule, investment strategy, capital gains, tax planning, financial advisor, portfolio diversification, tax myths, inheritance tax, IRS rules, investment accounts, reinvestment strategies, tax sensitive investing, step up basis, tax efficiency, portfolio management, long term goals, tax professional, CPA

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⏱️ Timestamps:

00:00 Introduction
02:30 What Is Tax Loss Harvesting?
07:14 Myth 1: For Ultra Wealthy Only
10:37 Myth 2: Makes Taxes Disappear Forever
12:21 Myth 3: Harvest Every Dip
15:40 Myth 4: Sit in Cash After Selling
17:35 Myth 5: Wash Sale Rule Ruins Everything
20:25 Myth 6: Not Doing It Is Wrong
22:00 Client Examples
26:22 Closing Thoughts