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Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes

Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, including when it's valuable and how to do it effectively. James debunks some of the most common myths about tax loss harvesting and explains how to use this strategy to your advantage. Questions Answered: How can investors benefit from tax loss harvesting by offsetting capital gains and ordinary income taxes? What are the rules and limitations surrounding tax loss harvesting, including the wash sale rule? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ 🔔 Make sure to subscribe here to be notified for future videos!    / @rootfp   _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 Intro 3:59 Listener example 6:26 Identify a replacement security 11:17 Example 17:20 Capital losses 20:30 Looking at tax loss harvest 23:44 Intentionally realizing gains 24:25 Outro Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With ...