Year-End Tax-Loss Harvesting

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvesting and how it can be a great last minute strategy to help lower your tax liability before year end. Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE . For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (310) 557-1515 E: info@paragonfinancialpartners.com Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE .

You can listen to Year-End Tax-Loss Harvesting online on Radio and Podcast. Open the player on this page to stream the available audio.

Year-End Tax-Loss Harvesting is an episode from Paragon Financial Partners by Paragon Financial Partners.

This episode is 9:52 long.

This episode was published on Nov 22, 2024.

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