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Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting (Ep. 36)

Don’t Forget About Tax-Loss Harvesting and Tax-Gain Harvesting (Ep. 36)

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Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings!

Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but Larry doesn’t want you to miss out. In this episode, Larry explains how you can benefit from tax-loss and tax-gain harvesting.

In this episode, you’ll learn:

    • The differences between tax-loss harvesting and tax-gain harvesting

 

    • Optimal scenarios for applying these two strategies

 

    • Examples of benefits these strategies can offer investors

 

    • The deadline for executing these strategies

 

    And more!

Tune in now to learn more about tax-loss and tax-gain harvesting and how you can benefit from them during your year-end tax planning!

Resources: Heller Wealth Management

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