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iRebal offers a flexible tax harvesting feature for taxable accounts that allows you to set various loss thresholds, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in selected accounts, and shows you the securities that fit the criteria that you have defined. Schwab does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. In particular, certain tax-loss harvesting may be subject to the wash sale rules if the account holder owns substantially identical stocks or securities in accounts not included in iRebal. Notwithstanding the wash sale rules, certain losses may be deferred by other provisions of the Internal Revenue Code of 1986, as amended.
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