Tax Loss Harvesting

Learn about tax-loss harvesting and how it may impact your taxes. Or explore other tax topics:

cost basis tax filing tax planning
Portfolio Management

When Can Direct Indexing Make Sense for Your Portfolio?

How does direct indexing work?

Tax Loss Harvesting

4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.

Tax Loss Harvesting

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.

Tax Loss Harvesting

Tax-Loss Harvesting

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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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

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