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.