Tax Loss Harvesting

Tax-Loss Harvesting: A Tax Strategy to Consider

Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.

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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Frequently Asked Questions about Tax-Loss Harvesting

What is tax-loss harvesting?

Tax-loss harvesting is a strategy that involves selling investments at a loss to offset gains in other areas of your portfolio. This can help reduce your overall tax liability.

Are there rules I need to follow with tax-loss harvesting?

Yes. The IRS wash-sale rule prevents you from claiming a loss if you purchase a substantially identical investment within 30 days before or after the sale. We help ensure strategies are implemented correctly to maximize tax benefits.

How do I get started?

Getting started is simple. Schedule a consultation to discuss your goals, review your current financial situation, and explore strategies tailored to your needs.

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