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Tax Loss Harvest Opportunity

View Tax Loss Harvest Opportunity powerpoint HERE

In every challenge is an opportunity, and today’s market is no exception. While many investors may sell assets at a loss, come April next year, those duds in today’s portfolio could become a key piece of tax efficiency. With tax-loss harvesting, you can help your clients make the most of each investment in their portfolio.
To help you and your clients take advantage of this strategy, we’ve prepared PowerPoint slides for you to add to your client meeting or digital seminar presentation, along with notes covering:
  • Why and how to deploy tax loss harvesting
  • Considering long-term vs. short-term capital gains
  • The Wash-Sale Rule
  • Other factors involved when considering tax strategies

As you address the market change with your clients in the coming months, you can reassure them that you are there with a full inventory of tools and strategies to help them thrive in the days ahead.
For more ways to leverage this and other tools in your practice, contact your VP of Wealth team. If you’re interested in boning up on your tax loss harvesting knowledge, check out this other content from AE Wealth Management.

From AE Wealth Management’s chief investment officer, Tom Siomades: “Remember, this is April and we still have eight-plus months in 2020. You still have the rest of the year to evaluate your tax situation; markets can turn very quickly, so if you haven’t booked a loss, it may be best to wait and see.
“There are numerous ways to offset taxes if you have capital gains, and it depends on where you are, how long you have been invested, and it pays to have a tax planner help if you’re selling longer-held positions against recent losses.”

This content is provided for informational purposes only.

Producers are ultimately responsible for the use or implementation of this material and should be aware of the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations.When incorporating topics such as taxes and legacy planning into your overall planning process, it must at all times be clear to clients that the firm is not qualified to provide tax or legal advice. And all individuals must be encouraged to consult with a qualified professional before making any decisions about their personal situation.

1127150 For investment professional use only