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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

  Tax Loss Harvesting+ Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH
Tax Loss Harvesting+
Traditional TLH

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