What is Tax Loss Harvesting?

Tax loss harvesting is the practice of selling a security that has experienced a loss in order to minimize the impact on your portfolio. By realizing, or “harvesting” a loss, investors are able to

The Upside to Capital Losses

Realized losses on investments can offset gains and reduce ordinary taxable income by as much as $3,000 per year.

Making it Accessible

Tax Loss Harvesting+, utilizing Betterment technology, is automated and available at no additional cost to investors who are managing money with us. This tool is specially designed to keep you on top of, and aware of, all decreases in the value of your current securities, as well as guide you in the optimal direction towards minimizing the impact of the decreased security to your portfolio.

Optimizing the Strategy

Tax Loss Harvesting+ runs throughout each day and can reduce tax exposure better than other automated harvesting tools.

Tax Loss Havesting Gains & ReturnsTax Loss Harvesting+ vs. Treaditional Tax Loss HarvestingTax Loss Harvesting+ also assumes an initial investment of $50,000 at a 70% stock allocation, with bimonthly incremental deposits of $750.

If you are interested in learning more about this innovative tax harvesting technology, we urge you to contact us today to speak with one of our experienced investment advisors.