Tax Loss Harvesting
Tax loss harvesting should be viewed as a tactical approach rather than a primary investment strategy. It's essential to focus on total return and long-term financial goals, only utilizing tax loss harvesting during down years. Keeping records clean and organized across various brokerage accounts can simplify tax season, ensuring that the broader objective of financial independence remains the priority.In this clip
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274 | Tax Planning 2020 | Sean Mullaney
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