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profitable brokerage account assetsCNBC
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75% Informative
Tax-gain harvesting involves strategically selling your profitable brokerage account assets during lower-income years .
The S&P 500 has surged more than 18% year to date , with strong growth in August as investors brace for interest rate cuts from the Federal Reserve in September .
"A lot of times when we're doing this, we're looking to realize those gains at 0% ," said Tommy Lucas , a certified financial planner.
VR Score
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