Tax Planning

TAX PLANNING

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Tax-loss harvesting opportunities across taxable accounts. Select positions to harvest.

Harvestable losses

-$71,700

Est. tax savings (all)

$13,728

Wash-sale alerts

1

Positions with unrealized losses

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EFA

EFA

iShares MSCI EAFE ETF

Market value: $141,800Cost basis: $178,500Held: 412 days

Suggested replacement: VEA (Vanguard FTSE Developed Markets)

-$36,700

-20.6% loss

~$8,808 saved

AGG

AGG

iShares Core US Agg Bond ETF

Market value: $88,200Cost basis: $102,000Held: 287 days

Suggested replacement: BND (Vanguard Total Bond Market)

-$13,800

-13.5% loss

~$3,312 saved

AMZN

AMZN

Amazon.com Inc

Wash-sale risk (18d)
Market value: $34,100Cost basis: $48,600Held: 18 days

-$14,500

-29.8% loss

~$3,480 saved

GDX

GDX

VanEck Gold Miners ETF

Market value: $22,400Cost basis: $29,100Held: 155 days

Suggested replacement: GDXJ (Junior Gold Miners)

-$6,700

-23.0% loss

~$1,608 saved

Wash-sale rule: you cannot repurchase the same or substantially identical security within 30 days before or after harvesting the loss. Use a replacement security to maintain market exposure. AI-assisted — verify with CPA before executing.