Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff

#22: Bob Dockendorff, a lawyer, tax expert, and financial planner who focuses on tax efficiency in his wealth management practice, talks shop with us about tax loss harvesting strategies. What you’ll learn in this episode: Tips for maximizing tax “alpha” in your portfolioCommon mistakes investors make when tax loss harvestingHow wash sales workWhy it’s so hard to execute tax loss harvesting even when the benefit is clear and you know you shouldLinks mentioned in this episode: Robert Dockendor...