Tax-Loss Harvesting is an investment strategy that involves selling investments that have declined below their purchase price to generate a tax loss, which can be used to offset other taxable items and lower an investor's taxes. To maintain the portfolio's risk and return profile, the sold investment is replaced with a highly correlated alternate investment.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (1)

• tax-loss harvesting concept