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How can I benefit from tax loss harvesting? - PART II

Tax loss harvesting helps offset gains by selling investments at a loss, reducing taxes in taxable accounts. Retirement accounts like IRAs and 401(k)s are tax-favored and don’t require this strategy. For maxed-out retirement savings, consider taxable accounts. Consult financial advisors to navigate tax loss harvesting effectively and avoid costly mistakes. Need guidance? Contact our Whitaker-Myers team to optimize your investment strategy.

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How can I benefit from tax loss harvesting? - PART II

How can I benefit from tax loss harvesting? - Part I

Tax loss harvesting is the strategy of selling investments at a loss to offset capital gains and reduce your tax bill. Understanding capital gains brackets—especially with the 2025 thresholds—can help retirees and middle-income earners potentially avoid taxes altogether. Timing and spreading gains across years, as well as offsetting with losses, can maximize savings. A financial advisor can help tailor strategies to fit your income and goals.

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How can I benefit from tax loss harvesting? - Part I

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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Section 121 Exclusion

Should I pay attention to the Capital Gains Tax, and how will it affect me?

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

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Should I pay attention to the Capital Gains Tax, and how will it affect me?

LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

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LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

Capital Gains

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