Risks and trade-offs of realizing long-term gains to harvest losses include immediate tax liability, transaction costs associated with selling and reinvesting, and the risk that market direction and volatility will not be conducive to harvesting losses from the reinvested proceeds.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Three ways to extend tax benefits of a loss harvesting strategy

Sources

• Three ways to extend tax benefits of a loss harvesting strategy privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• tax-loss harvesting concept