Strategically realizing long-term gains allows investors to refresh their cost basis at the lower long-term tax rate, which can create future opportunities to generate short-term losses to offset short-term gains.

Authors

• Person: Not available Organization: Parametric Portfolio
  Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade

Sources

• Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade www.parametricportfolio.com Parametric Portfolio via serper

Referenced by nodes (1)

• cost basis concept