There is something called Tax Harvesting and this year we have an opportunity that is unprecedented in recent memory. At this time if you are in a low tax bracket you may be able to sell assets that have long-term capital gains without paying any taxes what-so-ever. This year may present a great opportunity for you to take advantage of selling some of these assets costing you nothing out of pocket.
Casey Weade is President and CERTIFIED FINANCIAL PLANNER TM of Howard Bailey Financial, Inc.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Global Financial Private Capital LLC.
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
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