Nov 14, 2016
Today, we’re talking to Kathy Howe-Hrach, a Financial Planner with BMO, about tax loss harvesting. What is tax loss harvesting? How can investors and advisors use this technique to harvest losses and gains in a way that can enhance outcomes for their clients? Listen in as host Ben Jones talks to Kathy about how tax loss harvesting works, the risks and rewards, and what rules you need to follow.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/tax-loss-harvesting/.