Capital Losses Checklist

The Smart Investor's Checklist for Harvesting Capital Losses

Tax-loss harvesting—i.e., selling underperforming investments at a loss to offset your capital gains taxes while re-investing the proceeds to maintain your market exposure—is a popular strategy with investors these days. But how do you know if it’s the right move for you?

Our Smart Investor’s Checklist for Harvesting Capital Losses can help. It’s your guide to 16 essential criteria you should consider when deciding which investments to offload and when. You’ll gain more clear-eyed understanding of:

The effect harvesting losses may have on your overall portfolio goals
Some common pitfalls and rules to be aware of when harvesting losses
The potential tax benefits and consequences that may arise
And more!

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1400 Proline Place, Suite 100
Gettysburg, PA 17325

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214 Senate Avenue, Suite 100
Camp Hill, PA 17011

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Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons. Download Thrivent Advisor Network’s (TAN’s) Client Relationship Summary (CRS) at TAN CRS form.

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