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auto_stories Tax Strategy

Tax-Loss Harvesting: Turning Market Downturns into Immediate Tax Savings

Market volatility is inevitable, but savvy investors use downturns to lower their tax liability. Tax-Loss Harvesting is the strategy of selling investments that have decreased in value to realize a capital loss, which can then be used to offset taxable capital gains.

Once you sell a losing asset, you immediately purchase a similar (but not 'substantially identical') asset to keep your portfolio allocation intact. In the USA, this prevents violating the IRS Wash Sale Rule. This process lets you stay invested in the market while booking a tax deduction.

In many countries, you can also use excess capital losses to offset up to $3,000 of ordinary income per year, carrying over any remaining balance to future tax years. Implementing this strategy during correction phases acts as a powerful cash flow booster to fuel your investment portfolio.

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