Investors who plan to donate their portfolio to charity or bequest it to heirs are ideal candidates for tax-loss harvesting because these actions do not involve realizing capital gains.

Authors

• Person: Not available Organization: Goldman Sachs
  Tax-Loss Harvesting Strategies: How They Work

Sources

• Tax-Loss Harvesting Strategies: How They Work am.gs.com Goldman Sachs via serper

Referenced by nodes (1)

• tax-loss harvesting concept