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What Issues Should I Consider When Harvesting Capital Losses?

CHECKLIST

Tax-loss harvesting is a popular strategy, but it’s not always clear whether it’s the right strategy for your client’s needs.

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With this checklist, you will be better prepared to help your clients determine whether harvesting capital losses is appropriate for their financial situation.

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This checklist covers some key issues to consider when a client and/or advisor are thinking of implementing a tax-loss harvesting strategy, such as:

  • The effect harvesting losses may have on your overall portfolio goals.

  • Some common pitfalls and rules to be aware of when harvesting losses.

  • The potential tax benefits and consequences that may arise.

  • How long-term goals may be affected by tax-loss harvesting.

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Have any questions? Send us a message and we’ll get back to you within 48 hours.

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