WiseHarvesting 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 WiseHarvesting feature does provide wash sale protection across all of your milestones regardless of whether it uses a taxable Personal Investment Account or Axos Invest IRA. We actively monitor trades within your Axos Invest 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 advantages of WiseHarvesting.
- Dashboard: Check out Tax Protection and its WiseHarvesting feature
- FAQ: Does WiseHarvesting work with my Retirement milestone or IRA(s)?
- FAQ: Tax Protection: What are the advantages of Axos Invest's WiseHarvesting?