Description

#22: Bob Dockendorff, a lawyer, tax expert, and financial planner who focuses on tax efficiency in his wealth management practice, talks shop with us about tax loss harvesting strategies.

What you’ll learn in this episode:

• Tips for maximizing tax “alpha” in your portfolio
• Common mistakes investors make when tax loss harvesting
• How wash sales work
• Why it’s so hard to execute tax loss harvesting even when the benefit is clear and you know you should

Links mentioned in this episode:

• Robert Dockendorff
• Tax loss harvesting and tax gain harvesting step by step
• Morningstar Tax Cost Ratio
• Tickers mentioned in this episode: SPY, FCNTX, VOO, VT
• HYW private Facebook community

Intro/Outro: Old Bossa by Twin Musicom.