In the J.P. Morgan Asset Management study, the daily tax-loss harvesting approach provided, on average, approximately 30 basis points (bps) of additional annualized tax savings for clients compared to the monthly approach.

Authors

• Person: Not available Organization: J.P. Morgan Asset Management
  Continuous tax-loss harvesting yields more potential for tax savings

Sources

• Continuous tax-loss harvesting yields more potential for tax savings am.jpmorgan.com J.P. Morgan Asset Management via serper

Referenced by nodes (1)

• tax-loss harvesting concept