Tax-Loss Harvesting: Does Tax-Loss Harvesting work with all of my milestones?*

Yes, absolutely.

Tax-Loss Harvesting analyzes opportunities across all of the tax lots in all of your milestones every day. While the IRS does not allow you to harvest losses (or deduct investment losses against income) realized within IRA, our Tax-Loss Harvesting feature does provide wash sale protection across all of your milestones regardless of whether it uses a taxable Personal Investment Account or Managed Portfolios IRA. We actively monitor trades within your Managed Portfolios IRAs to ensure that activity in your IRA does not lead to wash sales which wipe out harvested losses. This is one of the many benefits of Tax-Loss Harvesting.

 

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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