Tax Loss Harvesting

Learn about tax-loss harvesting and how it may impact your taxes.

Watch Out for Wash Sales

What the IRS rule on wash sales might mean for you.

How to Lower Your Taxes by Harvesting Gains

Strategically selling your winning investments could reduce current and future taxes.

How to Use Direct Indexing as a Tax Strategy

Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

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.

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.

4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.