Tax Loss Harvesting: A Year-Round Strategy

Mike discusses the importance of having a comprehensive retirement plan beyond just a 401k. He delves into the concept of tax loss harvesting, explaining its relevance throughout the year, not just at year-end.

Mike elaborates on the different types of investment accounts and their tax implications, emphasizing the significance of understanding short-term versus long-term gains. Through real-life examples, they illustrate how strategic tax loss harvesting can minimize tax liabilities and maximize retirement savings.

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