Tax Loss Harvesting — Insights | Stordahl Capital Management

Posts tagged Tax Loss Harvesting

How to Take Advantage of Tax Loss Harvesting in a Down Market

Tax loss harvesting can help you make the most of a down market and reduce your taxable income.

Investment ManagementBill StordahlJuly 5, 2022Tax Loss Harvesting, Wash Sale, Recession, Market Drop, Market Volatility

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

What All Financial Advisors Should Do (but Don’t): Review Your Tax Returns

If your financial advisor isn’t regularly reviewing your tax returns, you may miss out on ways to optimize your finances and reduce your taxes.

Tax PlanningBill StordahlOctober 18, 2021Income Taxes, Tax Loss Harvesting, Capital Gains, Roth Conversions, Retirement Income