October 25, 2023 • 00:20:35

Year-End Tax Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)

Tax loss harvesting – ever heard of it? It’s a strategy where you sell investments that have decreased in value to offset any gains and save on taxes. In this episode, Larry Heller, CFP®, CDFA® overviews ten savings and tax planning tips to implement before the end of the year. He goes into detail on …