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Tax-Loss Harvesting: How to Reduce Taxes on Investments in a Timely Manner
By
OJM Group
FEATURING
Adam Braunscheidel
By
OJM Group
FEATURING
Adam Braunscheidel
913 views
September 30, 2021
OJM Wealth Advisor Adam Braunscheidel provides an overview of tax-loss harvesting and shares reasons why your advisor should look for opportunities implement this strategy throughout the year to maximize tax savings. VuMedi members can text VUMEDI to 844-418-1212 to download a free copy of Wealth Planning for the Modern Physician.