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Helping Diligent Advisors Ensure They're On The Right Planning Path
Tax-loss harvesting is a popular strategy, but it’s not always clear whether it’s the right strategy for your client’s needs.
With this checklist, you will be better prepared to help your clients determine whether harvesting capital losses is appropriate for their financial situation.
This checklist covers some key issues to consider when a client and/or advisor are thinking of implementing a tax-loss harvesting strategy, such as:
This particular checklist was developed in collaboration with Ben Henry-Moreland and based on the recent Nerd’s Eye View article he wrote on the topic.
Click here for a client-facing email template.