Investors can minimize tax liabilities resulting from tax-loss harvesting by donating low-cost-basis portfolios to charity or passing them to heirs through an estate, which allows for a stepped-up cost basis.

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