Search found 3 matches

by OneToughPuppy
Thu Feb 13, 2020 4:07 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting vs Tax Minimization Strategy
Replies: 12
Views: 926

Re: Tax Loss Harvesting vs Tax Minimization Strategy

M1 Finance does not offer tax-loss harvesting (TLH). But they do offer a new feature called “Tax Minimization” standard on all accounts. This feature enables you to sell asset positions in the most tax-favorable way. Whenever you sell an investment, M1 Finance prioritizes the sale in a way that wil...
by OneToughPuppy
Thu Feb 13, 2020 3:59 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting vs Tax Minimization Strategy
Replies: 12
Views: 926

Re: Tax Loss Harvesting vs Tax Minimization Strategy

Is tax loss harvesting much better than a tax minimization strategy or is there little difference? I need advice on choosing a robo adviser for a taxable account. M1 Finance does not charge any fees but they do not have tax loss harvesting. M1 has a tax minimization strategy. When M1 sells securiti...
by OneToughPuppy
Thu Feb 13, 2020 2:47 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting vs Tax Minimization Strategy
Replies: 12
Views: 926

Tax Loss Harvesting vs Tax Minimization Strategy

Is tax loss harvesting much better than a tax minimization strategy or is there little difference? I need advice on choosing a robo adviser for a taxable account. M1 Finance does not charge any fees but they do not have tax loss harvesting. M1 has a tax minimization strategy. When M1 sells securitie...