MAKING THE MOST OF TIME

MAKING THE MOST OF TIME


Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy

February 06, 2023

Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use losses from a brokerage account to offset the capital gains from a home sale or portfolio withdrawals in retirement.