Tax planning toolkit$22

Tax-Loss Harvesting Kit: Turn Losses Into Tax Savings

Name: Tax-Loss Harvesting Kit: Turn Losses Into Tax Savings
Brand: Wingman Protocol
SKU: tax-loss-harvesting-kit
Price: 22 USD
Availability: InStock

Spot harvestable losses, avoid wash sales, and stay invested with a cleaner year-end tax plan.

Tax-loss harvesting sounds simple until you have to coordinate tax lots, replacement funds, wash-sale timing, and the question that matters most: how much is this actually worth in taxes saved. This kit gives you a working process instead of scattered notes and half-finished spreadsheets.

Use it to review taxable accounts methodically, capture losses without accidentally changing your market exposure, and carry the paper trail forward into next year so harvested losses still help when tax season arrives.

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What's Inside

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TLH opportunity scanner worksheet that helps you review cost basis, unrealized losses, holding periods, and position size before you decide what to harvest.
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Wash sale rule 30-day calendar tracker so you can map restricted dates, dividend reinvestment conflicts, and re-entry timing across accounts.
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Tax savings calculator that shows estimated dollars saved at multiple tax brackets, including common scenarios for 22%, 24%, 32%, and 37% filers.
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Substitute ETF swap guide covering pairs like VTI ↔ SCHB and VOO ↔ SCHX so you can keep similar exposure while avoiding identical-fund mistakes.
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Year-end TLH checklist that walks through lot review, gain offset opportunities, dividend settings, and recordkeeping before December closes out.
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Loss carryforward tracker that keeps realized losses visible so unused amounts still inform next year’s tax planning.
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Automated vs manual TLH comparison so you can weigh convenience, customization, tax control, and account-size fit before outsourcing the process.
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Broker-specific TLH instructions that outline the operational steps and common settings to review before placing a harvest trade.

Who It's For

•
DIY investors with taxable brokerage accounts who want a repeatable way to review losses instead of reacting emotionally during drawdowns.
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High savers and high-income households trying to offset gains and reduce ordinary income where tax-loss harvesting can compound over time.
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Index-fund investors who want substitute fund ideas that preserve exposure while respecting wash-sale constraints.
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Anyone managing multiple brokers or multiple taxable accounts who needs one central process for documentation and timing.

What You'll Achieve

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Identify loss-harvesting candidates faster and rank them by tax value instead of staring at a brokerage screen with no framework.
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Estimate how much a realized loss may save at your bracket before you trade, so the decision is tied to real tax impact.
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Avoid common wash-sale traps involving reinvested dividends, duplicate holdings, and spouse or IRA account overlap.
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Keep your asset allocation intact by pairing sold positions with reasonable substitute ETFs until the 30-day window passes.

“I used the kit on two taxable accounts and finally understood which losses were worth harvesting and which ones were not. The swap guide kept me invested without second-guessing every trade.”

Daniel R., taxable-account investor

Get Instant Access

Get the Tax-Loss Harvesting Kit today and turn market volatility into a more disciplined tax-planning workflow.

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Instant download · Digital product · Educational material only.