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Episode 89: Harvest Season | Tax Loss Selling

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Manage episode 387848357 series 2904331
Content provided by Kathryn Toope and Verecan Capital Management Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kathryn Toope and Verecan Capital Management Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this podcast episode, the hosts discuss the concept of tax loss selling and whether it is a valuable strategy for investors. They argue that while tax considerations are important, they should not be the primary factor in making investment decisions. They emphasize the need to consider the overall quality and performance of investments, rather than solely focusing on tax benefits. The hosts also discuss the potential risks and limitations of tax loss selling, such as the superficial loss rules and the potential for missed investment opportunities. They suggest that investors should carefully weigh the costs and benefits of tax loss selling and consider their individual circumstances before making any decisions.

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 387848357 series 2904331
Content provided by Kathryn Toope and Verecan Capital Management Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kathryn Toope and Verecan Capital Management Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this podcast episode, the hosts discuss the concept of tax loss selling and whether it is a valuable strategy for investors. They argue that while tax considerations are important, they should not be the primary factor in making investment decisions. They emphasize the need to consider the overall quality and performance of investments, rather than solely focusing on tax benefits. The hosts also discuss the potential risks and limitations of tax loss selling, such as the superficial loss rules and the potential for missed investment opportunities. They suggest that investors should carefully weigh the costs and benefits of tax loss selling and consider their individual circumstances before making any decisions.

  continue reading

135 episodes

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