In a hypothetical scenario where a portfolio returns 8% annually and assets yield 5% in losses in the first year, an investor making a single $10,000 deposit harvests $500 in losses in the first year and none thereafter, while an investor adding $2,500 annually harvests $500 in the first year and $125 in each subsequent year.

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