• Episode 116: Year End Tax Tips For Investors

  • Dec 4 2024
  • Length: 24 mins
  • Podcast

Episode 116: Year End Tax Tips For Investors

Listen for free

View show details

  • Summary

  • Send us a text

    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


    Contact The Savings Captain

    X @SavingsCaptain
    Instagram @thesavingscaptain
    Email thesavingscaptain@gmail.com

    Lead-Lag Live - Hosted By Michael A. Gayed, CFA of The Lead-Lag Report
    Conversations with thought leaders in the world of finance, economics, and investing.

    Listen on: Apple Podcasts Spotify
    Show More Show Less
Show More Show Less

What listeners say about Episode 116: Year End Tax Tips For Investors

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available