David Rae, CFP

David Rae, CFP, president of DRM Wealth Management in Los Angeles. DavidRaeFP.com.

How To Use Losses to Cut Taxes
Cutting Taxes

How To Use Losses to Cut Taxes

David Rae, CFP | August 14, 2020

For the first time in decades, there are great opportunities to offset stock gains with stock losses, but you have to be strategic and avoid mistakes.