Investors can use realized capital losses from a separately managed account (SMA) to offset current capital gains realized outside the SMA, reducing overall portfolio taxes or carrying forward losses for future use.

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)

• capital gains concept