12-22-2022 – Loss Harvesting Done Right Could Downsize Your 2022 Tax Bill
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 23 December 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
After reducing your 2022 investment gains, you can use additional losses to lower regular income by $3,000 and carry the remaining losses forward to future tax years.
Today's Stocks & Topics: 401k Retirement Plans, Cities Dropping on Real Estate Prices, Earnings Per Share, BB - BlackBerry Ltd., PLBY - PLBY Group Inc., Mortgages, PCAR - Paccar Inc., P.E. Ratio, Bonds, Peer-to-Peer Lending.
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Transcript
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| 0:00.0 | At a ton, when investors are confronted with market volatility, and a variety of challenges |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.2 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, just in climb. |
| 0:52.4 | Good afternoon and welcome back to Invest Talk. |
| 0:55.4 | This is our Thursday, December 22, 2022 edition. |
| 1:00.2 | Hope you all are prepared and ready for the last few trading days of the year, and Christmas |
| 1:09.2 | is coming up. |
| 1:10.2 | I know after this, I'm going to finish up my Christmas shopping, wrapping some presents, |
| 1:14.5 | and it's going to be, I love this time of year, you know, you get a little off downtime, |
| 1:21.2 | reflect on what has happened, not only this year, but the recent past, and hopefully take |
| 1:30.9 | some lessons, personally, professionally, and apply them to the next year. |
| 1:38.8 | And that's what New Year's resolutions are all about. |
| 1:42.7 | I'm not a huge New Year's resolution guy, but at some point you do need to reflect. |
| 1:50.0 | Do you need to gain some perspective? |
| 1:56.6 | And I try to give you perspective each and every weekday, same with Steve. |
| 2:04.1 | But nobody, nothing teaches you more than real world experience. |
... |
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