Investors can preserve the gains of tax-loss harvesting by partially liquidating portfolios in retirement rather than fully liquidating them, allowing the remainder to be donated or passed on.

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