Investors utilize three primary approaches to tax-loss harvesting: a calendar-driven approach (looking for losses at set times like month-end or quarter-end), a trigger-based approach (waiting for losses to reach a specific level, but trading only monthly), and a continuous approach (reviewing accounts daily and realizing losses when a cost-benefit threshold is met).

Authors

• Person: Not available Organization: J.P. Morgan Asset Management
  Continuous tax-loss harvesting yields more potential for tax savings

Sources

• Continuous tax-loss harvesting yields more potential for tax savings am.jpmorgan.com J.P. Morgan Asset Management via serper

Referenced by nodes (1)

• tax-loss harvesting concept