“Capital Gain Harvesting” White Paper
Includes: Downloadable PDF file
SKU RSKCAPITALGAINWP25
$35.00
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Strategically Harvest Gains to Maximize Tax Efficiency
In this insightful 6-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how capital gain harvesting can be used as a proactive strategy to reduce long-term tax burdens and improve portfolio performance. Discover when and how to realize gains—especially in low-income years—to take advantage of favorable tax brackets and avoid future tax hikes.
WHAT’S INCLUDED?
- 6-Page White Paper
- Downloadable Adobe® PDF file
- Published February 2025
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