Tax Loss Harvesting

Learn about tax-loss harvesting and how it may impact your taxes.

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Tax Planning

What is Tax-Gain Harvesting?

Strategically selling your winning investments could reduce current and future taxes.

Portfolio Management

When Can Direct Indexing Make Sense for Your Portfolio?

How does direct indexing work?

Tax Loss Harvesting

4 Reasons to Sell Your Losers

How to use tax-loss harvesting to your advantage.

Tax Loss Harvesting

How to Cut Your Tax Bill with Tax-Loss Harvesting

Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

Tax Loss Harvesting

Tax-Loss Harvesting

Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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