Does Tax-Loss Harvesting work with my Retirement milestone or IRA(s)?*

An Individual Retirement Account (“IRA”) is an excellent way to get more out of your retirement investments due to their tax-advantaged status. Tax-Loss Harvesting provides wash sale protection across your Managed Portfolios taxable Personal Investment Account and IRAs. We actively monitor trades within your Managed Portfolios IRAs to help ensure that activity in your IRA does not lead to wash sales which can wipe out harvested losses. This is one of the many benefits of Tax-Loss Harvesting.

In addition, our unique Selective Trading feature gives clients the ability to remove or activate specific securities in their portfolio(s). This can help clients avoid wash sales even with securities held in other accounts, including in IRAs, 401(k)s, or 403(b)s held elsewhere.

Lastly, if your Retirement milestone also uses a taxable Personal Investment Account, Tax-Loss Harvesting automatically monitors and harvests losses on that portion of your Retirement milestone.

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.




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