Recent market volatility may provide investors with an opportunity to offset capital gains by selling securities at a loss. Senior Wealth Advisor Spuds Powell shares his thoughts on how to make employing a tax loss harvesting strategy effective by having an interim strategy to maintain exposure to the markets.
Read the Barron’s Advisor article: https://bit.ly/3lGJXaw
Learn more about our Wealth Advisory Services and contact Spuds today.
The information provided here should not be considered to be tax advice and all investors should consult their tax professional about the specifics of their own tax situation to determine any proper course of action for them. KAR does not provide tax advice and nothing herein should be construed as tax advice, and information presented here may not be true or applicable for all income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur.
