Some taxable clients may hesitate to adopt tax-loss harvesting due to appropriateness concerns, such as the need for material gains on Schedule D (Form 1040) to make the strategy valuable after accounting for fee premiums compared to other vehicles like ETFs.

Authors

• Person: Not available Organization: BlackRock
  Tax-Loss Harvesting Strategies - BlackRock

Sources

• Tax-Loss Harvesting Strategies - BlackRock www.blackrock.com BlackRock via serper

Referenced by nodes (1)

• tax-loss harvesting concept