tax-loss harvesting ↔ T. Rowe Price

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cross_type 2.00 — strongly supporting 3 facts

T. Rowe Price demonstrates the financial benefits of tax-loss harvesting through comparative investor scenarios [1], provides professional guidance on its implementation [2], and actively utilizes the strategy within their managed funds [3].

Facts (3)

Sources

How tax loss harvesting can help improve your investment returns troweprice.com T. Rowe Price 3 facts

claimT. Rowe Price recommends that investors consult with a tax professional before pursuing a tax-loss harvesting strategy to navigate complex rules regarding wash sales, loss carryovers, and short- versus long-term gains.

accountDon Peters, manager of the T. Rowe Price Tax-Efficient Equity Fund (PREFX), regularly employs tax-loss harvesting as a component of his portfolio management strategy, applying judgment and experience to determine when to sell a security to realize a loss.

measurementIn a hypothetical scenario provided by T. Rowe Price, an investor named John who does not utilize tax-loss harvesting incurs a total capital gains tax liability of $9,900, whereas an investor named Jane who utilizes tax-loss harvesting incurs a total capital gains tax liability of $6,450.