Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't скачать в хорошем качестве

Tax-Loss Harvesting in Down Markets: When You Should & When You Shouldn't

We often hear about the benefits of tax-loss harvesting during bear markets, but much like with any strategy, it's important to understand the pros and cons before moving forward. In this recording of the Retire With Purpose podcast, we discuss the red flags of tax-loss harvesting and in what instances it could cost you more in the long-run. Join us as we provide guidance on: The downsides of tax-loss harvesting Why you should identify your future tax rate and capital gains tax rate before tax-loss harvesting When it makes sense to deploy tax-loss harvesting strategies based on your retirement timeline What you need to know about the “Tax Alpha” 📅 SCHEDULE A CONSULTATION: Book a 15-minute call with a Howard Bailey Advisor to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu ==================== YOUR HOSTS ABOUT CASEY WEADE: Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing. ABOUT MARSHAL JOHNSON: Marshal Johnson is the Vice President of Howard Bailey Financial. He graduated from Indiana University with a Bachelor’s degree in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Additionally, Marshal holds his Series 65 securities license, and is life, accident and health insurance licensed. When he isn't developing purpose-based retirement strategies, Marshal enjoys spending time with his son, coaching baseball and playing the guitar. ==================== ABOUT HOWARD BAILEY FINANCIAL: Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here: http://www.retirewithpurpose.com We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process ==================== FIND US ON SOCIAL MEDIA: Facebook:   / howardbaileyf.  . Instagram:   / howardbailey.  . ==================== DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU®, ChFC®, and RICP® designations and marks are the property of The American College, which reserves sole rights to their use, and are used by permission. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19.