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When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits

When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits

by Eric Courage | May 18, 2022 | Blog, Newsletter

When is Tax Loss Harvesting worth it? + How to, Mistakes, and Benefits What is tax-loss harvesting? Selling positions in a loss. Then, immediately replacing a position with a similar, but not *identical security.  A loss offsetting future portfolio income or gains, or...
Beyond the Basics: The Colorado High Income Professional(s) Tax Checklist

Beyond the Basics: The Colorado High Income Professional(s) Tax Checklist

by Eric Courage | Apr 21, 2019 | Blog, Tax Advice

Did you pay too much in taxes this year? If you’re a high-income skilled professional with W2 income, you’ve probably noticed that you pay a lot in taxes each year. You may have also felt like you owed more this year, due to the withholding changes associated with the...
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Recent Posts

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  • Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101
  • Deferred Compensation Four-Part Series – Part Two: Should I defer my compensation? How do I invest it?
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  • Deferred Compensation Four-Part Series – Part Four: Deferred Compensation: Financial Planning Opportunities and Tradeoffs

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MARGIN is a fee-only RIA in Denver, Colorado, serving senior corporate executives nationwide.

Eric Courage is a NAPFA-registered fee-only fiduciary advisor, verified on FeeOnlyNetwork.

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