Taking a Tax Loss in a Retirement Account

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Investing, Money, Self-improvement, Real Estate, Business, Education

4.6 • 858 Ratings

🗓️ 9 October 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

Quint and Allie talk about taxes in a retirement account and how to best manage your gains or losses.

Transcript

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0:00.0	Hey, this is Daniel. Thanks for listening to DIY Money. If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show. Now, enjoy the show.
0:15.3	Welcome back, ladies and gentlemen. You're listening to another edition of DIY money. DIY money.
0:21.2	What shaken a how are.
0:22.5	Quit, you're back.
0:23.6	How nice is that?
0:24.6	Last week you were dragging during DIY.
0:28.4	Yeah, dragging.
0:29.1	What's happening over there?
0:30.4	Lots, lots going on.
0:31.7	You know, we're in the end of the quarter.
0:33.2	It's a big push.
0:34.7	Markets are just keeping us on our toes despite the bullish activity.
0:38.9	You know, I think we work harder when markets are positive than when markets are negative
0:44.6	because we're trying to make sure we're, you know, positioned correctly.
0:48.1	Anyways, all the things, right?
0:49.6	All the things.
0:50.9	We're bracing.
0:50.9	Yes, all the things.
0:52.9	And then running a lot, logging a lot of miles out there, trying to stay healthy with that.
0:58.5	It's kind of a down week.
0:59.6	And then big time training program kicks in next week.
1:03.8	Do you have another race coming up?
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.