Offsetting Portfolio Losses Through Tax-Loss Harvesting
Financial Quarterback Josh Jalinski
English - October 29, 2022 16:27 - 1 hour - 205 MB - ★★★★ - 34 ratingsBusiness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Josh dives into IRS inflation adjustments for 2023 that people should know about, and some good related investment vehicles. Plus, a look at the phenomenon of Gen Z-ers now being the highest savers for retirement. Also, the sound strategy of offsetting portfolio losses through tax-loss harvesting, and why financial advisors should be realistic, not blindly optimistic.