Encore: Tax Loss (and Gain!) Harvesting with Andy Panko
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 11 December 2023
⏱️ 35 minutes
🧾️ Download transcript
Summary
Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode with Andy Panko for a discussion into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting.
Visit Andy's Facebook group Taxes In Retirement https://www.facebook.com/groups/495122561395942
Listen to Andy's podcast Retirement Planning Education at https://podcasts.apple.com/us/podcast/retirement-planning-education-with-andy-panko/id1605251516
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin's team at https://www.carrolladvisory.com/
Contact John's team at https://www.rossandshoalmire.com/
Transcript
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| 0:00.0 | Hey everyone, welcome to the Big Picture Retirement Show. I'm your host, Devin. And for the next few weeks, |
| 0:05.9 | just as we have for the last couple of weeks, we're going to be bringing back some of our most |
| 0:10.5 | listened to episode. And this week is a just in time episode as well. As we'll get towards |
| 0:17.0 | the end of the year, there's cleanup that needs to be done in a lot of portfolios. |
| 0:21.5 | And so I thought it would be a perfect time to have Andy Panko's episode come back on where we're |
| 0:27.0 | talking about capital loss and gain harvesting. I can tell you, this is something that in all the |
| 0:33.0 | portfolios and all the people that I talk to, it is missed so frequently. |
| 0:37.9 | When people are sitting there with either capital gains that they could take |
| 0:42.0 | without breaching the capital gains thresholds and thus get that essentially as a non-taxable event, |
| 0:48.7 | or when they have losses that are sitting there in a non-retirement account, |
| 0:54.0 | and they're just waiting for |
| 0:55.0 | those to come back there's a better way and that better way is simply doing some tax management |
| 1:01.7 | so i want to bring andy's episode back on this episode originally aired back in december of |
| 1:09.0 | 2022 and since then it's got several thousand downloads. And I know you're |
| 1:14.6 | going to enjoy this. But look, before we get to this episode, if you haven't already given our show |
| 1:19.8 | a rating and a review, I can't tell you how much we appreciate those. Those are not only |
| 1:26.0 | valuable for us to know what parts of the show you enjoy, but it also tells the podcast algorithm that our show is good, helpful content, and as a result, they'll recommend our show to more people, and then we can help them move towards a confident retirement that has clarity. |
| 1:45.4 | All right. |
| 1:45.9 | So let's get straight into today's encore episode of managing tax losses and gains with Andy Panko. |
| 1:54.2 | The Big Picture Retirement Show does not provide tax, legal, or financial advice. |
| 1:58.2 | Listeners are encouraged to seek out their own advisors in these areas. |
| 2:01.3 | Hey everyone, welcome to the big picture retirement show. I'm your host, Devin, and today, |
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