Tax-Smart Investing: Reducing Your Tax Bill & Improving Your Portfolio
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Manage episode 356272301 series 3363726
In this episode of The Green Cards To Greenbacks podcast, Nestor Vargas, the Latino Money Man and certified financial planner, takes listeners on a journey to uncover investment strategies and techniques to reduce their tax bill, improve their portfolio, and ultimately, make those greenbacks.
Here's what I cover:
1. Uncovering strategies to reduce your tax bill while investing.
2. Leveraging capital loss harvesting and capital gain harvesting to maximize your portfolio.
3. Exploring tax distribution management to minimize taxes.
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*Educational content it's NOT to be considered financial advice.
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