For illustrative purposes only. Based on a 2% annual net tax rate over 10 years. Actual results will depend on your individual factors and circumstances, including your personal investment decision-making.
Taxes can really eat into returns. Don’t let them.
Tax drag reductionTax efficient portfolios
Wash sale schedulerLong-term capital gains
ADVANCED TAX STRATEGIES
3 tax settings to help you keep more of what you earn
Get a tax writeoff by timing sales correctly
See how Candor avoids wash sales →
LONG-TERM CAPITAL GAINS
Pay a lower tax rate when selling
See how Candor optimizes your tax rate →
Less taxes when re-investing your RSUs
See how Candor’s Tax-free rebalancing works →
REDUCE TAX DRAG
Avoid losing money to taxes
Capital gains optimizer
Wash sale scheduler
Your 125 shares have been sold at $12,510.
Not just taxes
Get the most from your RSUs
Sell your RSUs more efficiently with a 10b5-1 trading plan
Candor helps you both sell and re-invest your RSUs in a tax efficient way.
Selling:when you sell your shares matters a lot for taxes. Candor's algorithms automatically time your trades so you pay less in taxes.
Re-investing: If you use a traditional advisor to invest, the way their process works would causes extra taxes for you every quarter. The way Candor re-invests doesn't cause an extra tax cost. More about tax-free rebalancing.
Will I have to do anything special when I file my taxes?