RL145 — Tax loss harvesting strategies

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the dos and don'ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule.

[00:00] Introduction

[02:25] What is Tax Loss Harvesting

[04:08 Benefits of Tax Loss Harvesting

[07:40] The two types of tax rates available in the US

[10:50] Factors Affecting Tax Loss Harvesting

[12:51] Addressing Unrealized Losses in a Non-Qualified Account

[17:10] How Are Capital Gains Vs. Ordinary Income Taxed?

[18:15] The Mechanics of Tax Rate Arbitrage

[20:10] Understanding the Wash Sale Rule

[27:51] Times When Tax Loss Harvesting Makes Sense

[34:14] Reasons Not to Try Tax Loss Harvesting

[37:00] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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