Nov 26, 2024
Host,
Bryan Kuderna, puts on his CFP hat to discsuss the concept of tax
loss harvesting, explaining its significance in investing and tax
planning. He discusses how to offset capital gains with capital
losses, the importance of understanding capital gains taxes versus
income taxes, the wash sale rule, capital loss income tax
deduction, and when to implement tax loss harvesting
effectively.
Chapters
00:00-
Introduction to Tax Loss Harvesting
13:20-
When to Use Tax Loss Harvesting
24:46-
Current Market Context and Strategy
Keywords: tax loss harvesting, capital gains, investment
strategy, tax planning, financial advice, portfolio management, tax
benefits, investment returns, market trends, financial education,
cfp, kuderna
This podcast is for informational purposes only. Guest speakers and
their firms are not affiliated with or endorsed by PAS or Guardian.
This material contains the current opinions of the speakers but not
necessarily those of PAS, Guardian or its subsidiaries and such
opinions are subject to change without notice. None of the
organizations mentioned in this podcast have any affiliation with
Guardian or PAS. Bryan Kuderna is a Registered Representative and
Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice
Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products
and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of
America® (Guardian), New York, NY. PAS is a wholly owned subsidiary
of Guardian. Kuderna Financial Team is not an affiliate or
subsidiary of PAS or Guardian. CA Insurance License
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7385803.1 exp. 11/26