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Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting

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Manage episode 302867830 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Scott and James discuss how you can take advantage of tax loss and tax gain harvesting.

Planning Points Discussed

  • Retirement Planning
  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:30 - Scott's eldest son scores a goal & James surfs!

2:42 - When Should I Start Saving / Investing?

4:10 - Tax Loss Harvesting

6:13 - Taking Advantage of Losses

6:26 - What is a Wash Sale?

8:41 - Capital Gains v. Ordinary Income

10:16 - Does Your Financial Advisor Ask For Your Tax Return?

13:00 - Tax Gain Harvesting

15:55 - Tax Gain Harvesting & Roth Conversions

17:23 - Aligning Your Financial Goals

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episoder

Artwork
iconDel
 
Manage episode 302867830 series 2653925
Innhold levert av Scott Frank and James Conole, Scott Frank, and James Conole. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Scott Frank and James Conole, Scott Frank, and James Conole eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Scott and James discuss how you can take advantage of tax loss and tax gain harvesting.

Planning Points Discussed

  • Retirement Planning
  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:30 - Scott's eldest son scores a goal & James surfs!

2:42 - When Should I Start Saving / Investing?

4:10 - Tax Loss Harvesting

6:13 - Taking Advantage of Losses

6:26 - What is a Wash Sale?

8:41 - Capital Gains v. Ordinary Income

10:16 - Does Your Financial Advisor Ask For Your Tax Return?

13:00 - Tax Gain Harvesting

15:55 - Tax Gain Harvesting & Roth Conversions

17:23 - Aligning Your Financial Goals

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

  continue reading

193 episoder

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