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08.19.25 - What is tax-loss harvesting & how to do it?



Don't wait until the end of the year to calculate your investments gains and losses. On this episode of Market Sense, A Fidelity branch leader and former tax preparer joins us to discuss the importance of tax-loss harvesting year-round. We will outline some tax-efficient strategies investors can use to potentially lower their tax bill. Plus, all your latest market headlines.
Have unrealized losses on an investment? Fidelity’s new tax-loss harvesting tool can potentially help you turn them into lower taxes. Click here to check it out. (login required)
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Published on 1 month, 2 weeks ago






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