A gradual funding approach (phasing-in) works better in upward-trending markets because it spreads out the additions for fresh tax lots, making it easier to find tax-loss harvesting opportunities in the account's later years.

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