Tax-Loss Harvesting – Podcast #153
Discussing the nitty-gritty details of tax-loss harvesting in your taxable account. Also talking asset allocation in a bear market, glide paths, bond tents and lots more.
Discussing the nitty-gritty details of tax-loss harvesting in your taxable account. Also talking asset allocation in a bear market, glide paths, bond tents and lots more.
Tax-loss harvesting is all the rage these days. However, there are a few reasons why you may not want to do it.
Let the government share in your investment losses. Here is a step-by-step guide to tax-loss harvesting so you can take advantage of market downturns.
While every bear market is unique, those of us who were investing in 2008 have seen this movie before. Proper behavior during these trying times, however, is essential to your long term success.
Tax-loss harvesting is when Uncle Sam shares your losses with you. You only get to do it in a taxable account, but because of it, there is no reason to ever carry a loss in a taxable account.
Do you know your tax drag? Learn what tax drag is, how to calculate it, and how to minimize it.
Betterment raised fees this year for large accounts. Now Wealthfront's "Direct Indexing" feature gives it the edge in the roboadvisor space.
I've said "Stay the course" a thousand times, and I meant it every time. It doesn't matter if stocks are up or down, stay the course!