Long-term planning is the only path to financial freedom, but that doesn’t mean there aren’t steps you can take now to help maximize your net returns.
One example is tax-loss harvesting.
Often thought of as an end-of-the-year exercise, tax-loss harvesting works best when it’s applied year-round during market dips and when rebalancing your portfolio.
Our wealth-management partner, Avantax, put together this super useful, quick one-pager to help you decide if tax-loss harvesting is right for you.
And as always, if you need help with your retirement or tax planning, let us know!
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