Tax-loss harvesting provides more value to investors who make regular deposits compared to those who make a single initial deposit, because recently purchased holdings are more likely to generate harvestable losses before they appreciate.

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