Critical Thinking Required

Is Tax-Loss Harvesting Right For You?


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During this quarter of the year, one of the most popular questions is: I heard about tax-loss harvesting from my friends/CPA/family. Should I do it? Tax-loss harvesting is a strategy investors use to offset capital gains by intentionally selling investments in taxable accounts at a loss. While it may be useful for a complex taxable account, it doesn’t necessarily make sense for someone with smaller investable assets.  It may even hurt the long-term performance if executed improperly. In this episode, Nathaniel discussed some misconceptions of this strategy, the pros, and the cons. Stay tuned.

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Critical Thinking RequiredBy LBW Wealth Management

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