Year End - Tax Harvesting
From Financial Matters with Richard Oring by Richard Oring
October 17, 2022 · 21 min · Season 1 · Episode 22
About this episode
The episode focuses on tax loss harvesting and its implications for end-of-year tax planning.
There are many things you should consider when it comes to end-of-year tax planning, but today Rich and Jag are focusing on Tax Loss Harvesting. To understand tax loss harvesting, we will want to define terms. Rich walks us through cost basis, capital gains (long and short term), capital losses (long and short term), carry-over losses, and the Wash Rule. Tax loss harvesting is when you take your investment losses for the year and use them to offset your investment gains, lowering your...
People in this episode
Host: Richard Oring
Guest: Jag
Topics covered
- tax planning
- tax loss harvesting
- investment losses
- capital gains
- financial education
Keywords
- tax loss harvesting
- cost basis
- capital gains
- capital losses
- Wash Rule
Mentioned in this episode
Organizations: Wash Rule
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