WiseHarvesting is a feature offered in our Tax Protection package. It’s an investment strategy that may turn minor losses in your portfolio into tax deduction opportunities. You may have seen this referred to as tax-loss harvesting elsewhere, but WiseHarvesting has a nicer ring to it, don't you think? We offer this to all clients as an opt-in premium service.
- Dashboard: Check out Tax Protection and its WiseHarvesting feature
- FAQ: Tax Protection: What considerations are there for turning on WiseHarvesting?
- FAQ: Tax Protection: What are the advantages of Axos Invest's WiseHarvesting?
Axos Invest, Inc., and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.