Reap the Benefits of Tax Loss Harvesting All Year Long
06/7/2022 Tags: Announcements
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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More infoDON'T LIKE NUMBERS? WE DO.
At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.
We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.
If you want the same, we should talk.