Tax-Loss Harvesting Before Year End
Paragon Financial Partners

Tax-Loss Harvesting Before Year End

2023-09-14
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how you can use it to possibly lower your tax liability. Please subscribe and give the podcast a like.    Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE. 
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