Most Retirees Have NO IDEA This Tax Strategy Exists

This might be the best tax strategy out there... But very few people even know this opportunity exists. In this video, we discuss tax-gain harvesting. A way to strategically realize gains in your brokerage account at a 0% tax rate.

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00:00 Introduction
00:40 What is tax-gain harvesting?
01:35 How it works
03:22 Example calculation
09:28 Adding another variable
10:34 Apply it to your situation

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

#howmuchtoretire #retirement #retirementplanning

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By: Jacob Duke, CFP®
Title: Most Retirees Have NO IDEA This Tax Strategy Exists
Sourced From: www.youtube.com/watch?v=7Qz0FD4XeN8


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