Tending Your Investment Strategy with Tax Loss Harvesting (Ep.115)

Life Unlimited with Larry Heller, CFP(R)

The Stock Market is having a down year, and we want to help save you some money on your taxes!

Enter, Tax Loss Harvesting. What is it? It’s an investment strategy that starts with the unrealized losses, and ends with money in your pocket.

In this episode, Larry Heller, CFP®, breaks down why and how you can make unrealized losses into realized losses to save money on income taxes.

Larry discusses:

• The Tax Loss Harvesting Process
• Offsetting Taxable Gains with Losses
• What is a wash sale and why you must avoid
• Carry Forward Losses
• And more

Resources:

Download a Free Copy of Tax Loss Harvesting Checklist

Connect With Larry Heller:

• [phone]
• Schedule a 20-Minute Call
• Heller Wealth Management