Tax-loss harvesting is generally not suited for custodial accounts like UTMA/UGMA accounts unless the minor has significant taxable capital gains or income from other sources.

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