Tis the season of tax talk. You’re starting to see more and more news and social media posts to begin preparing for tax season. Me included. I recently saw a post on tax gain harvesting and wanted to learn more about what that is and who should be harvesting.
In this episode, Sean Mullaney breaks down tax gain harvesting and how people can use it in their tax planning. We also discuss the importance of going beyond the mentality of tax filing and into tax planning.
Sean is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. He is the author of the Plutus Award-winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur’s Retirement Account, a book about his favorite retirement account.
Related podcast: What Getting a Tax Refund Really Means
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