Year-End Financial Checklist 2025: Tax Loss Harvesting
About this episode
This week on the Retirement Quick Tips podcast, I'm sharing with you my year-end financial checklist. With only a few weeks before the end of the calendar year, there's still time to complete these before year-end.
Today, I'm talking about tax loss harvesting. If you have taxable investment accounts, you'll want to look closely at your gains and losses for the year.
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