In today’s tax-conscious environment, understanding and implementing tax loss harvesting can be a game-changer for your clients’ financial outcomes. Tax Loss Harvesting: A Primer for Investors offers valuable insights and clear, actionable strategies to help you leverage tax loss harvesting effectively. This guide covers key considerations, from offsetting gains and deferring taxes to selecting efficient replacement assets and navigating the wash-sale rule.
Created for financial planners, this resource helps you weigh the costs and benefits of tax loss harvesting, aligning this strategy with client goals to maximize after-tax wealth.
Gain insights on:
- How tax loss harvesting can defer capital gains taxes, offset future gains, and even reduce personal income.
- The wash-sale rule and strategies to avoid common pitfalls that could invalidate the benefits of loss harvesting.
- Replacing assets with Dimensional's tax-efficient ETFs to maintain market exposure while optimizing for tax efficiency.
Complete the form to download Tax Loss Harvesting: A Primer for Investors and start maximizing your clients’ wealth potential with these proven tax strategies.
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