Nov 29, 2023
Archie and Rob explore the topic of tax loss harvesting. They discuss its increasing popularity among financial advisors and individual investors, as well as the benefits it brings in terms of maximizing after-tax returns. Tax loss harvesting involves selling investments at a loss to offset taxable gains or income. Rob shares his experience of manually harvesting losses at the end of each year, but highlights the inconsistency and missed opportunities that came with this approach.
Chaudhuri, Shomesh and Burnham, Terence C. and Lo, Andrew W., (2020) An Empirical Evaluation of Tax-Loss Harvesting Alpha. Financial Analysts Journal, 76(3), 99-108. https://doi.org/10.1080/0015198X.2020.1760064
This episode on YouTube: https://youtu.be/nb0_dcA1R3w
Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation