Tax-Loss Harvesting Explained in 5 Minutes

In this short video, we walk through tax-loss harvesting: what it is, when it helps, and how we apply it across a household without disrupting your long-term strategy.

What you'll learn

• Why realized losses can offset gains and ordinary income
• How the wash-sale rule shapes our timing
• Where harvesting fits inside a coordinated tax plan

Prefer to read? The full written guide is in our Tax Strategy collection.