Episode 29: Diversify Tax Efficiently and Cash Alternatives
Aug 5, 2022
As the market is in a tricky place currently, it is a good time to discuss how you can diversify your portfolio and lose as little to taxes as possible!
Here are just a handful of the things that we'll discuss:
- Set a capital gains tax budget
- Work with someone that will tax loss harvest
- Don’t be afraid to sell the losers
- If you have cash on the sideline waiting for rates to go up, we have other options for you!