Episode 90: Tax Harvesting…Gains and Losses

A&I Wealth Management > Blog > Investment Advice > Episode 90: Tax Harvesting…Gains and Losses

Episode Summary

December 12, 2023 | 00:18:40 | E90

Join Nathan Merrill and Karl Frank CFP® as they share ideas about tax harvesting. First, learn what it means to harvest a tax loss and how it benefits you. Then, learn about some risks you might not have thought about when you choose to do it. Plus, learn some good strategies and when this benefits you the most. After that, Karl and Nate flip the topic on its head and give you what could be a great idea you might not have thought about: harvesting the gains of your favorite investments!For more information, visit us at www.expertnetworkteam.com or shoot us an email for an initial free discovery meeting, [email protected]. Happy holidays from the ENT!

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.