Wealthfront uses an 8% discount rate for calculating the economic benefit of tax-loss harvesting, which is slightly lower than the average return of clients invested in taxable accounts with a risk score of 8.0.

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 (2)

• tax-loss harvesting concept
• Wealthfront entity