In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.
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0:00 Introduction to Tax Loss Harvesting
5:00 Basic Tax Loss Harvesting Explained
15:00 Direct Indexing and Its Benefits
25:00 Advanced Strategies with Leverage
35:00 Common Mistakes and How to Avoid Them
45:00 The Future of Passive Investing
55:00 Conclusion and Final Thoughts
Disclaimer:
This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.
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