Episode 116: Year End Tax Tips For Investors

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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


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