TAX LOSS HARVESTING
How to avoid capital gains tax
Investors rightfully care most about net return, that is profit after cost and tax. An important tool to ensure tax-efficiency is TAX LOSS HARVESTING. Herges Capital is predestined to execute a particularly effective tax loss harvesting for clients.
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Often an initial step for investors is to trustfully forward their latest broker’s statement for us to comment on. Common are also requests to recommend funds out of a 401k program. In both cases fees and sufficient diversification guides our reply.