『How Tax-Loss Harvesting Offsets Your Investment Gains』のカバーアート

How Tax-Loss Harvesting Offsets Your Investment Gains

How Tax-Loss Harvesting Offsets Your Investment Gains

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In this episode of The Tax Strategy Podcast, Lucas and Luna break down tax-loss harvesting—the strategy that lets investors use realized losses to offset capital gains and reduce their tax bill. Using a concrete example of an investor who sold a losing tech stock in June 2026, they explain how losses first offset gains of the same type, then any remaining losses can be deducted against ordinary income up to $3,000 per year. They also cover the wash-sale rule, which prevents you from claiming a loss if you buy a substantially identical security within 30 days before or after the sale, and discuss how to avoid it by using a different ETF or waiting. Lucas shares why he thinks 2026 is a particularly good year for this strategy given market volatility, and Luna cautions against letting tax considerations drive investment decisions. A clear, practical guide to a core tax-saving tool that every investor should understand. #TaxLossHarvesting #CapitalGains #InvestmentTaxes #WashSaleRule #TaxStrategy #PortfolioManagement #TaxPlanning #June2026 #LosingStocks #TaxDeduction #OrdinaryIncome #ETF #MarketVolatility #Finance #TaxSeason #FexingoBusiness #BusinessPodcast #TaxTips Keep every episode free: buymeacoffee.com/fexingo
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