Reap the Benefits of Tax Loss Harvesting All Year Long

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.

Tax-Loss Harvesting from Avantax

And as always, if you need help with your retirement or tax planning, let us know!

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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.

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