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Tax deferral, not cancellation, is the endgame

The guest clarified that aggressive tax-loss harvesting strategies are ultimately tax deferral, not cancellation, and require a long-term plan to manage embedded gains.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Tax deferral, not cancellation, is the endgame · Zortix