You Won't Believe How Tax Loss Harvesting Can BOOST Your Savings
Автор: Retire Smart Austin
Загружено: 2025-08-23
Просмотров: 49
In this episode of Retire Smart Austin, Cynthia DeFazio is joined by Phil Capriotti Sr. of Empower Wealth and Tax to discuss the often-overlooked strategy of tax loss harvesting. They explain how this approach can benefit high-net-worth individuals with large taxable accounts, helping reduce tax burdens while improving long-term portfolio performance. With the aid of new technology and AI tools, Phil shares how these strategies can be applied consistently to optimize retirement outcomes.
We are Empower Wealth. Join us as we explore a wide range of topics, including:
⬖ Retirement planning
⬖ Tax optimization
⬖ Investment strategies
⬖ Wealth management
⬖ Much more!
Our team of experienced financial advisors and fiduciaries will break down complex concepts into easy-to-understand insights, helping you navigate the intricacies of retirement planning with confidence and clarity.
Please contact us to setup a consultation:
⬖ https://empoweringretirement.com/cont...
We also offer informative workshops:
⬖ https://empoweringretirement.com//events
#financialplanning #money #retirement
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