Tax Gains Harvesting: How to use it and why it's useful скачать в хорошем качестве

Tax Gains Harvesting: How to use it and why it's useful

Tax gains harvesting is when you sell a stock at a gain. Sell high, buy low, right? Tax gains harvesting can be valuable when you've already locked in some losses during the year, if you are in a lower tax bracket this year vs next, of even if you just want to sell things you've made money on. We outline how to think about this in this video. Watch out for the Washington state long-term capital gains tax! We have a video on that too:    • Washington state capital gains tax. Does i...   Chris Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® Forbes Best-In-State Top Next-Gen Wealth Advisor 2023 🎯Reach out for a free planning call here🎯 https://www.consiliowealth.com/schedu... We are a financial planning firm that works exclusively with tech professionals at Amazon, Microsoft, Meta, and Google. Our goal is to help you win the tax game, optimize your RSU compensation, and eventually, make work optional. 🏝 ------------------ ➡️To stay in the loop on more insights, visit: https://www.consiliowealth.com/insights ➡️Learn more about us here: https://www.consiliowealth.com/ ➡️Learn about our services here: https://www.consiliowealth.com/wealth... ❤️Do you work at Amazon, Microsoft, Meta, or Google? Check out our free benefits guides here: https://www.consiliowealth.com/compan... ------------------ Disclosure: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are the opinions of Consilio Wealth Advisors and any guests, and are subject to change based on market and other conditions. The commentary and slides may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of CWA strategies are disclosed in the publicly available Form ADV Part 2A. Consilio Wealth Advisors, LLC (“CWA”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWA and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://www.ConsilioWealth.com https://www.ConsilioWealth.com/disclo...