About this episode
In this episode I share a checklist of tax reminders for investors. This fantastic year of returns has given investors some potentially marvelous gains and simultaneously produced some unpleasant tax liabilities. Listen and learn more about how you can minimize your exposure.
Here is a pretty comprehensive discussion on the seldom talked about Tax Gain Harvesting Strategy.
https://www.schwab.com/resource/planning-insight-tax-gain-harvesting
Contact The Savings Captain
X @SavingsCaptain
Instagram @thesavingscaptain
Email [email protected]
Get every episode summarized
Each time Money Happy Hour publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Money Happy Hour
Episode 149: Market Perspectives and Portfolio Update
Money Happy Hour
Episode 148: How To Start Investing?
Money Happy Hour
Episode 147: Answering Listener Questions
Money Happy Hour
Episode 146: Portfolio Update, "Is Radish Beating the Market"
Money Happy Hour