• Tax Gain/Loss Harvesting

    Tax-Loss Harvesting Example Assume an investor is in the highest marginal tax rate bracket, which as of 2016 is 39.6%. Investments held for over 365 ...

    www.investopedia.com/terms/t/taxga...

  • 'Tis the Season for Tax-Loss Harvesting | The Smarter Investor ...

    Tax-loss harvesting is one of the various strategies for investors to offset their annual tax liability. Although it has become increasingly popular in many ...

    money.usnews.com/money/blogs/the-smarter-m...

  • Wash Sale Problems When Tax Loss Harvesting Mutual Fund...

    The basic concept of the wash-sale rule is relatively straightforward – its purpose is to limit someone from Tax Loss Harvesting (TLH) by just selling an inves...

    www.kitces.com/blog/the-wash-sale-problem-whe...

  • Is Tax Loss Harvesting Overvalued?

    However, while tax loss harvesting remains a viable strategy, it is often greatly overvalued, as the true benefit is not the tax savings from harvesting a loss but ...

    www.kitces.com/blog/is-capital-loss-harvesting-ov...

  • Tax-Loss Harvesting Can Work Year-Round for Investors...

    Of course, there’s no guarantee that tax-loss harvesting will achieve any particular tax result or that it’s necessarily the best thing for you. Before impleme...

    www.morganstanley.com/access/tax-loss-harves...

  • The Actual Value of Tax-Loss Harvesting - Wealthfront Blog

    This past year was not kind to the financial markets, but the good news for Wealthfront clients is that tax-loss harvesting could yield tax savings to help offset...

    blog.wealthfront.com/real-value-tax-loss-harvestin...

  • 6 Tax Loss Harvesting Tips

    Taxes may not be due until April, but now is the time to decide whether you should do any “tax loss harvesting” to limit the recognition of short-term capit...

    www.forbes.com/sites/jamescahn/2013/11...

  • Wealthfront Tax-Loss Harvesting | Wealthfront Whitepapers

    This white paper summarizes the motivation, design, and historical results of Wealthfront’s daily Tax-Loss Harvesting service. Our actual results demonstrat...

    research.wealthfront.com/whitepapers/tax-loss-h...

  • Robo-Advisor Tax-Loss Harvesting

    Robo-advisor tax-loss harvesting is the automated selling of securities in a portfolio to deliberately incur losses to offset any capital gains or taxable income w...

    www.investopedia.com/terms/r/robo-t...

  • Make Wealth Your Own | Wealthfront

    The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on the client’s entire tax and investment profile, incl...

    www.wealthfront.com

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