Tax Loss Harvesting [Richmond Refreshers]


With the volatility of 2022, there are actually some opportunities you may be able to “collect” on.

Do you own taxable accounts (or non-retirement investment accounts) that have lost value? Do you want to become more tax efficient? If so, make sure to tune in below to learn how you can potentially help turn investment losses into tax breaks.

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

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