Losses realized in taxable accounts qualify for tax-loss harvesting only if the security sold is not replaced by a substantially identical security within a 30-day period.

Authors

• Person: Not available Organization: Envestnet
  Tax Loss Harvesting for Enhanced Portfolio Efficiency | Envestnet

Sources

• Tax Loss Harvesting for Enhanced Portfolio Efficiency | Envestnet www.envestnet.com Envestnet via serper

Referenced by nodes (1)

• tax-loss harvesting concept