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Tag: Tax loss harvesting

Tax Loss Harvesting And Your Retirement Investment 

Posted on February 23, 2023February 23, 2023 by DT

Tax loss harvesting is a strategy where investors sell decreased-value securities to offset the gains from other investments in their portfolio. This is a way to minimize taxes and increase returns.

How to Prepare for 2023

Posted on December 7, 2022December 7, 2022 by DT

2022 is drawing to a close, so it’s time to prepare financially for 2023. This year was challenging for many across the nation. As the markets plummeted, households faced inflation-driven budget cuts, and savings dwindled.

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