Tax-Loss Harvesting Session
Hosted by Ben Johnson
Registration
Past Event
About Event
Update: Zoom link added to calendar invite.
The biggest mistake self-directed investors make is not taking advantage of tax-loss harvesting when rebalancing their portfolio. This alone can potentially save you thousands of dollars on your 2022 tax bill.
Key takeaways from this session include:
Why every self-director should be doing it
What is tax-loss harvesting
What are the U.S. and CAN tax guidelines
How to use PortfolioPilot to easily reduce your tax bill
Use cases