Empower ↔ tax-loss harvesting

Relations (1)

cross_type 2.00 — strongly supporting 3 facts

Empower incorporates tax-loss harvesting as a core component of its investment strategy, as evidenced by its research on portfolio returns [1] and its proprietary Personal Strategy® tax optimization approach [2]. Additionally, Empower provides specific analysis on the limitations and benefits of applying tax-loss harvesting within a rebalancing framework [3].

Facts (3)

Sources

Personal Strategy ® Tax optimization - Empower empower.com Empower 3 facts

claimEmpower's research indicates that proper tax management, by avoiding tax-inefficient funds and utilizing tax location and tax-loss harvesting, can improve portfolio returns by up to 1.0% annually.

claimEmpower's Personal Strategy® tax optimization approach focuses on three key areas: asset location, tax-loss harvesting, and tax efficiency.

claimLoss harvesting benefits calculated by Empower assume a desire to rebalance the portfolio, which results in reduced benefits compared to a 'buy and hold forever' strategy.