The Wealth Fix
Ryan A. Hughes & Peter Campbell
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How To Use Tax Loss Harvesting To Lower Your Tax Bill
We discuss how tax-loss harvesting can save you on taxes and how it can be used to offset investment gains and personal income. We also discuss what the Wash Sale Rule is and how crypto is exempt from this. Ryan A. Hughes and Peter Campbell also provide an example of how to implement tax-loss harvesting in an investment portfolio and where this strategy shouldn't be used. Unsure how to create a financial plan? Nervous about how far your savings will go? Want to make your money work for you? All this and more is covered by The Wealth Fix podcast! Financial experts Ryan A. Hughes & Peter Campbell dissect the world of finance, financial planning, and everything you need to know to make smart financial decisions. With successful careers as finance professionals at Bull Oak Capital, an investment advisory firm located in San Diego, Ryan & Peter are the experts to listen to. Learn how to take your finances to the next level with The Wealth Fix! Links and resources: https://thewealthfix.com/?p=330 We also write a weekly newsletter covering topics like this and more. Seriously, we write these ourselves. Sign up here: https://bulloakcapital.com/blog/ Nothing here should be considered personalized financial advice or solicitation to buy or sell securities. We are here to educate and invite you into the conversation. Please see our disclosures here: https://thewealthfix.com/disclaimer/ Learn more about The Wealth Fix: https://thewealthfix.com/ Learn more about our fiduciary financial advisor firm, Bull Oak Capital: https://bulloakcapital.com/ Want a free financial consultation with trusted financial professionals? Get it here https://bulloakcapital.com/get-started/
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