Tax-loss harvesting

What is tax planning?

December 18, 2023

Ideally, your financial advisor and accountant are constantly looking for opportunities to lower your tax bill. Sue Mazzetti explains the ins-and-outs of tax planning.

Tax-loss harvesting involves identifying investments that have lost money on paper (unrealized loss), then selling them to officially book the loss (realized loss). These capital losses can help offset any

We tend to think of losing money on an investment as bad, but capital losses can be a helpful tax-planning tool… if you know how to use them strategically.

Tax-loss harvesting

What is tax planning?

What Is Tax-Loss Harvesting?