In today’s volatile market environment, tax-loss harvesting has become an essential strategy for investors looking to ...

Range reports that tax-loss harvesting and direct indexing turned 2025's market volatility into significant tax savings for ...

Tax loss harvesting reduces capital gains tax by offsetting gains with losses from other investments. Investors must adhere to wash sale rules, avoiding repurchasing the same asset within 30 days. All ...

Tax-loss harvesting can be valuable, potentially significantly so, to the right investor. This is the takeaway from a recent study released by Vanguard. The firm looked at the practice of tax-loss ...

Managing your investment portfolio to minimize taxes can be a major part of your retirement and financial planning strategy. Tax-loss harvesting can provide tax efficiency as markets periodically ...

Thanks to market swings, evolving tax laws and new technology, it may be a good year to consider tax-loss harvesting – a ...

What is tax-loss harvesting? “Tax-loss harvesting,” in its simplest form, is the sale of a capital asset at a loss to “mop up” tax that would otherwise be due on capital gain from the sale of another ...

Is there a place for derivatives in tax-loss harvesting? Yes. As we discussed in Part I,[1] losses that are appropriate for tax-loss harvesting can be generated from a wide range of capital assets, ...

Tax loss harvesting allows investors to offset capital gains by intentionally selling other investments at a loss, but there are limits to how much of these losses can be applied. The tax loss ...