In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and outs of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.
Tax Guide: Your Resource for Year-Round Tax-Efficient Investing
Year-round planning with an advisor could help improve your overall wealth plan. Find out more by downloading our tax guide.