5. Tax-Loss Harvesting
Episode description
In today’s episode, Drew and Jeremy start off their conversation talking about the greatest spectacle in sports, The Indianapolis 500. They then talk about some interesting facts regarding the stadium and the race itself, of which Jeremy is blown away by.
They then dive into the main topic of the day, which is Tax-Loss Harvesting.
With the exception of a mouthful, what is Tax-Loss Harvesting? Who can take advantage of it? How does it even work? How about the rules behind it? What should you look out for?
We cover all of this in Episode #5 of Migrate Your Money!
Connect with the Migrate Your Money Host’s:
● Connect with Jeremy: https://www.linkedin.com/in/jeremycrocker/
● Connect with Drew: https://www.linkedin.com/in/drewfeutz/
Migration Wealth Management:
● LinkedIn: https://www.linkedin.com/company/migration-wealth-management
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