Marshall Johnson · Retire With Purpose - The Retirement Podcast · The Hidden Tax Drag That Could Cost You Millions
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uses tax-loss harvesting and timing of sales (10-year liquidation windows) to reduce effective tax drag
“Leverage long short tax loss harvesting ... higher fees from the manager, and also a long-short friction ... if you don't believe there's alpha ... probably not worth doing”
“What saved me right now with the sales tax and stuff, I use, yeah, tools. You said Davo? Davo, yeah. Yeah, Davo. I use Davo and they help me do my, they help me with my sales tax.”
“It was very easy for me to just drag and drop a lot of the assets that we use, like the sound effects, the logo, all of the different sequences that were already kind of done from past videos that had been edited.”
“I actually go look at their sales and use tax. I leverage things like Avalara, right, to make my life a little easier”
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