During a market downturn, investors should explore tax strategies to help preserve their wealth.
Geltrude & Company founder and CEO and author of “Dogs Taught Me Everything I Know about Business,” Dan Geltrude, joins Wealth host Brad Smith to share insights on tax loss harvesting, wash sales, and Roth conversions.
Geltrude explains how these strategies can help manage losses and optimize future tax benefits.
To watch more expert insights and analysis on the latest market action, check out more Wealth here: https://finance.yahoo.com/videos/series/wealth/
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