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Barron’s: You Sold at a Loss. How to Cut Your Tax Bill and Help Others

Market volatility doesn't have to mean missed opportunities. If you've recently sold investments at a loss, there's a strategic way to amplify your tax benefits while supporting causes you care about. By combining tax-loss harvesting with charitable giving, you can potentially write off up to 60% of your donation from your adjusted gross income—significantly more than traditional stock gifts. This approach not only helps you recover from market downturns but also creates meaningful impact for charitable organizations when they need it most.

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