Potential tax savings from tax-loss harvesting typically exceed 1% annualized in the first five years of a portfolio, then decrease to below 0.5% in years eight through ten.

Authors

• Person: Not available Organization: J.P. Morgan Private Bank
  Here's how to make your tax-loss harvesting strategy do more for you

Sources

• Here's how to make your tax-loss harvesting strategy do more for you privatebank.jpmorgan.com J.P. Morgan Private Bank via serper

Referenced by nodes (1)

• tax-loss harvesting concept