Tax-loss harvesting is more effective when an investor has capital gains from other parts of their portfolio, such as selling concentrated stock, private equity, or other active manager investments.

Authors

• Person: Not available Organization: Goldman Sachs
  Tax-Loss Harvesting Strategies: How They Work

Sources

• Tax-Loss Harvesting Strategies: How They Work am.gs.com Goldman Sachs via serper

Referenced by nodes (1)

• tax-loss harvesting concept