On average, nearly 80% of a portfolio’s cumulative tax savings from tax-loss harvesting are realized within the first five years of the account.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Here's how to make your tax-loss harvesting strategy do more for you

Sources

• Here's how to make your tax-loss harvesting strategy do more for you privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• tax-loss harvesting concept