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Important Tax Loss Harvesting Limitations and Disclosures

Summary by schwab.com
The Institutional Intelligent Portfolios®  program offers an optional tax-loss harvesting strategy that clients may request to employ on any taxable account; however, the account must meet the minimum balance requirement of $50,000 for the tax-loss harvesting strategy to become active on the account. There is also a lower minimum balance requirement to maintain a tax-loss harvesting strategy. For any accounts falling below this minimum balance,…
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schwab.com broke the news in on Wednesday, June 4, 2025.
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