• Tyler Conley, MBA, CFP®, CEPA®, describes how tax-loss harvesting helps investors sell an investment at a loss in order to reduce their tax liability. Tyler also explains the wash-sale rule and notes that tax-loss harvesting requires attention to detail, but can be worth the effort for investors.

    What is Tax-loss Harvesting?

    by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | August 10, 2020

    Duration: 1:36

    Show Notes

    Tyler Conley, MBA, CFP®, CEPA®, describes how tax-loss harvesting helps investors sell an investment at a loss in order to reduce their tax liability. Tyler also explains the wash-sale rule and notes that tax-loss harvesting requires attention to detail, but can be worth the effort for investors. 

    Finance Moment…Syverson Strege’s mini-podcasts to provide rapid-fire information on financial topics of the day.

    Tyler Conley, MBA, CFP®, CEPA®, Financial Planner

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