Скачать с ютуб Tax Loss Harvesting Explained - How To Add 14% To Your Portfolio в хорошем качестве

Tax Loss Harvesting Explained - How To Add 14% To Your Portfolio

Tax loss harvesting may sound fancy and complicated, but I promise it’s super simple, and you’ll have a better understanding of it after watching this video. Here we’ll explore what tax loss harvesting is, why and how you’d want to do it, the rules, limits, and deadlines involved, examples, and how to avoid the infamous “wash sale” in your portfolio. // TIMESTAMPS: 00:00 - Intro - What Is Tax Loss Harvesting? 00:53 - When To Tax Loss Harvest - Deadlines & Strategies 01:24 - Tax Loss Harvesting Limits, Rules, and Wash Sales 03:33 - Tax Loss Harvesting Examples 07:02 - Is Tax Loss Harvesting Worth It? 07:41 - When You Should NOT Tax Loss Harvest 08:36 - How To Tax Loss Harvest – Steps 09:01 - ETF Replacements 09:18 - Conclusion & Outro // SUMMARY: Tax loss harvesting just refers to selling investments at a loss to lower your tax burden. Simple as that. Specifically, we’re talking about selling positions that have unrealized capital losses at the time of sale in order to offset realized capital gains (or taxable income, if you don’t have any realized gains) for that year. If used to offset realized capital gains, those gains can be short-term or long-term, the former of which are taxed at higher rates. In other words, realized losses can be used as a credit against any realized gains during the year. We call this sale “harvesting” the loss, hence the name tax loss harvesting. Tax loss harvesting – selling losing positions to offset gains and/or reduce taxable income – may be a useful part of your investing strategy. The tax savings from harvesting losses increase as one’s marginal tax rate increases. Plan ahead to ensure your tax loss harvesting tactics go smoothly. Follow the steps above and decide whether or not to buy a substitute fund or hold cash for 31 days. Read the blog post here: https://www.optimizedportfolio.com/ta... #investing #stockmarket #capitalgainstax // INVEST ► M1 Finance: https://optimizedportfolio.com/go/m1 ► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1... ► Get my dividend portfolio: https://www.optimizedportfolio.com/m1... ► Lazy Portfolios: https://www.optimizedportfolio.com/la... ► Beginners’ reference guide (updated regularly): https://www.optimizedportfolio.com/be... ► Webull (for stock traders; get 2 free stocks): https://act.webull.com/kol-us/share.h... // SOCIAL ► Website: https://www.optimizedportfolio.com/ ► Patreon:   / optimizedportfolio   ► Facebook:   / optimizedportfolio   ► Instagram:   / optimizedportfolio   ► Twitter:   / optimizedport   ► Support my channel by shopping on Amazon (free for you): https://amzn.to/2TLCgCc I appreciate all the support! Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te... Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.