Tax Loss Harvesting is one of those “advanced” portfolio management techniques that you hear about. And with the recent market performance, we’ve been hearing about it a lot lately. So, we decided to bring Bob French, from Retirement Researcher, back to discuss Tax Loss (and Gain!) Harvesting – what it is, how it works, where the pitfalls are, and if you might want to incorporate it into your portfolio management strategy. Listen now to learn more!

Links

Click here to watch this episode on YouTube: https://youtu.be/5RBY14n1P3U?si=h3XCRnJeDpBLJEUf

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”