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Understanding Tax Loss Harvesting & Capital Gains Harvesting
Manage episode 440391727 series 3561360
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Jon discusses various tax strategies that can help individuals minimize their tax liabilities, particularly focusing on tax loss harvesting and capital gains harvesting.
He emphasizes the importance of year-round tax planning and provides actionable insights for listeners to consider as they approach year-end financial decisions. Hicks also highlights the potential benefits of utilizing 401k contributions and backdoor Roth options to optimize tax savings.
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