Some taxable clients hesitate to adopt tax-loss harvesting due to concerns about appropriateness (needing material gains on Schedule D of Form 1040 to make it valuable), mental accounting (viewing returns and taxes as separate buckets), and behavioral reasons (disliking the act of selling an investment at a loss).

Authors

• Person: Not available Organization: BlackRock
  Tax-Loss Harvesting Strategies - BlackRock

Sources

• Tax-Loss Harvesting Strategies - BlackRock www.blackrock.com BlackRock via serper

Referenced by nodes (1)

• tax-loss harvesting concept