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Experience the next generation of tax loss harvesting

Advanced tax-saving strategy

What is Tax Loss Harvesting?

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or "harvesting" a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining an optimal asset allocation and expected returns.

  • 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+ is automated and available at no additional cost to investors who are managing money with us.

  • Optimizing the strategy.

    Tax Loss Harvesting+ looks for opportunities to harvest regularly and can reduce tax exposure better than other automated harvesting tools.

Additional after‑tax returns with Tax Loss Harvesting+ in a taxable account

Assumes an initial investment of $50,000 at a 70% stock allocation, with bimonthly incremental deposits of $750.

 

See how Tax Loss Harvesting+ compares

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