118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting

Real Personal Finance

محتوای ارائه شده توسط Scott Frank and James Conole, Scott Frank, and James Conole. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Scott Frank and James Conole, Scott Frank, and James Conole یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

2+ y ago 18:15

MP3•خانه قسمت

Scott and James discuss how you can take advantage of tax loss and tax gain harvesting.

Planning Points Discussed

Retirement Planning
Utilizing Time Efficiently
Capital Appreciation
Purchasing Power
Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:30 - Scott's eldest son scores a goal & James surfs!

2:42 - When Should I Start Saving / Investing?

4:10 - Tax Loss Harvesting

6:13 - Taking Advantage of Losses

6:26 - What is a Wash Sale?

8:41 - Capital Gains v. Ordinary Income

10:16 - Does Your Financial Advisor Ask For Your Tax Return?

13:00 - Tax Gain Harvesting

15:55 - Tax Gain Harvesting & Roth Conversions

17:23 - Aligning Your Financial Goals

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193 قسمت

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