Reaper: Atrium Elite
Turn paper losses into real tax savings. Identifies harvestable losses across taxable accounts, models the tax savings at your marginal rate, and lays out wash-sale-safe replacement trades and a year-end execution calendar.
What this specialist does
Find harvestable losses, dollarize the tax savings, and stay on the right side of wash-sale rules.
Reaper is one member of the Atrium Wealth Council®. It works from the same private financial profile as every other specialist, so its plan accounts for your debts, goals, taxes and cash position, not just the numbers on one form.
What Reaper asks about
- Taxable (non-retirement) investable assets
- Federal marginal income tax bracket
- Long-term capital gains bracket
- State of residence
- Approximate unrealized losses today
- Capital-loss carryforward from prior years
Availability
Included in Atrium membership. Plans start at $49/month with a 3-day free trial. See every specialist.
Atrium Wealth Council® is educational planning software, not a registered investment advisor, tax preparer, attorney, or insurance broker.