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Tax Loss Harvesting Explained: How to Turn Market Losses Into Tax Savings
Markets down? That doesn't mean your portfolio has to lose.
In this episode of The Upside with Eli, Eli and portfolio manager Dylan break down how to actually use investment losses strategically — not just take them.
They cover:
What tax loss selling actually is
How to use losses to offset capital gains
What "tax loss crystallization" means (and when to use it)
The superficial loss rules (and how to avoid them)
Strategies to stay invested while still capturing tax benefits
Advanced approaches like transferring losses and tax loss purification
If you're holding losses or just want to be more…
The skinny
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