Episode 36
Separately Managed Accounts and Tax Loss Harvesting
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
When making investment decisions, it can be easy to simply see the numbers and what's right in front of you. A great team of advisors will expand your visions to see all the potential and unexpected savings that could be made if your accounts are setup for success in the time frame you need them to deliver by.
Tax loss harvesting is one of these unexpected methods to save big when it really counts. On today's episode, Matt and Scott examine the method of tax loss harvesting as well as separately managed accounts so you can be best informed when the time comes.
Enjoy!
Chapters:
0:00 - Introduction and overview on the topic of the day
3:00 - The Low Cost Distraction
5:00 - How Fund Managers Control Exposure
9:30 - Is It Too Late to Tax Loss Harvest?
12:00 - How Does Tax Loss Harvesting Work?
15:30 - How to Prepare as an Individual
20:00 - The Hidden Tax Fee
22:00 - Fund Managers Don't Work for Free
25:30 - Spreading Gains Out
28:10 - Virtual Family Office
29:40 - How to get in touch with Matt and Scott for a deeper discussion on estate planning
30:40 - Closing remarks
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