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.

A glass of lemonade, with an overlay that indicates that tax losses have been harvested.
  • 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.

Tax Loss Harvesting+ Traditional TLH
Automated algorithm that checks regularly
No extra trading costs to harvest losses
Every harvested dollar reinvested
No short-term capital gains tax, ever
IRA harvest protection
Harvest rebalance
Customer-realized losses protected

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