Tax-Loss Harvesting
Today, Dexter and Tyler are joined again by Stacy Murray to breakdown to complexity and confusion around an underutilized yet necessary investing strategy. Tax-loss harvesting is a crucial part of our investment process here at Full Sail Capital for any taxable account that we manage, and in any given year, can drastically improve the capital gains tax bill that a client may be facing.
For further reading:
How to cut investment taxes - Fidelity