417 \\ How $270K in Stock Losses Cut One Business Owner’s Tax by $64K
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417 \\ How $270K in Stock Losses Cut One Business Owner’s Tax by $64K
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One business owner used $270,000 in investment losses to reduce his federal tax by about $64,000 in the year he sold his company. But was it true tax savings—or simply a bill moved into the future?
Tiffany explains how direct indexing and tax-loss harvesting can help offset capital gains while keeping a portfolio invested. You’ll learn how lower cost basis, added fees, investment risk, and the wash-sale rules can change the final result. Listen now and learn where the opportunity—and the hidden tax trap—may be.
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