See how much you could save by strategically harvesting investment losses. Estimate your potential tax savings.
Max Harvestable
$3,000
$3,000/yr ordinary income limit
Total Tax Saved
$2,250
Federal + State
Federal Saved
$1,500
Tax Rate Reduction
0.5%
Losses first offset same-type gains, then different-type gains, then up to $3,000 of ordinary income per year. Remaining losses carry forward.
Alistair can analyze your situation in depth, remember your numbers, and give you a customized plan.
What Alistair will see:
Tax-Loss Harvesting: Portfolio $500,000 with $15,000 in unrealized losses. 10% federal bracket.
Alistair gives you everything a traditional advisor does — plus tax strategy, estate planning, and 24/7 access — for a flat subscription.
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