Tax loss harvesting
Betterment: Tax loss harvesting · Jul 10–Aug 1, 2026
NewBetterment's campaign explains tax loss harvesting as a tax management strategy that allows investors to decrease their tax burden by offsetting ordinary income with realized losses from investments.
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This message comes from Betterment. Betterment's Dan Egan talks about tax loss harvesting. Tax loss harvesting is a tax management strategy. When you have a position that's gone down over time, we intentionally sell out of it to realize a loss, which we then say to the IRS, hey, we lost money. You get to use that to offset your ordinary income every year, decreasing your tax burden. Investing involves risk. Performance not guaranteed. Betterment does not offer tax advice. TLH may not be suitable for all customers. Learn more at betterment.com slash TLH-terms.
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Betterment's campaign highlights automated investing and saving tools, including tax-smart features, to instill confidence and help grow after-tax returns.
Betterment's Tax Impact Preview Tool shows the estimated tax impact of selling an investing asset, enabling informed and tax-smart investing decisions.
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