Tax-Loss Harvesting

December 21, 2020
Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.
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Learn more about tax loss harvesting.

4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.

How to Cut Your Tax Bill with Tax-Loss Harvesting

Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

The hypothetical examples provided are for illustrative purposes only and are not intended to be reflective of results you can expect to achieve.

Asset allocation and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Investing involves risk, including loss of principal.

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