Tax Loss Harvesting: What it Should Really Look Like at Your Wealth Level
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Tax Loss Harvesting: What it Should Really Look Like at Your Wealth Level
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Tax-loss harvesting can turn underperforming investments into a valuable tax-planning opportunity—but timing, account coordination, and the wash-sale rule all matter. In this episode, we discuss how investors can use realized losses to offset capital gains, potentially reduce federal taxes, and improve the long-term tax efficiency of a taxable portfolio.
What we’ll cover:
✅ How capital losses offset capital gains dollar for dollar
✅ Why excess losses may be carried forward to future tax years
✅ Why taxable accounts and IRAs must be reviewed together
✅ How replacement securities can help maintain market exposure
✅ Why October is an important month for year-end tax planning
If you haven’t already, we encourage you to meet with your financial team ASAP to year-end tax planning! If there are any specific things you're thinking about or questions you may have, make sure to drop them in the comments below.
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