Take advantage of dips in the market by using a tax-loss harvesting investing strategy. This complimentary service for Essential and Selective Portfolios will analyze your portfolio daily, searching for opportunities to initiate tax-loss harvesting. When such an opportunity arises, TD Ameritrade Investment Management will sell the position for you.
Essential Portfolios and Selective Portfolios are offered through TD Ameritrade Investment Management, LLC ("TDAIM"). The tax-loss harvesting feature is currently only available with the TDAIM ETF-based portfolios in taxable TD Ameritrade Investing Accounts.
TD Ameritrade Investment Management, LLC ("TDAIM") and its affiliates do not provide tax advice. We suggest you consult with a tax-planning professional with regard to your personal circumstances as to whether the TDAIM tax-loss harvesting feature is appropriate for you. This feature generally would be more beneficial to investors in higher tax brackets and high-tax states.