Tax-Loss Harvesting Opportunities Expand
Tax-aware investing is back on the agenda for portfolio managers as loss harvesting, wash-sale rules and after-tax returns changes the risk calculus.
Periods of dispersion create opportunities to realize losses and offset gains elsewhere in a portfolio. The benefit depends on tax circumstances, and wash-sale rules require careful coordination across accounts.
After-tax returns are what investors keep; harvesting should be integrated with the overall tax plan.
The main risk is wash-sale violations and reduced future cost basis. Investors should watch realized gains and losses, account types and wash-sale windows in the sessions ahead.
This article is provided for information and educational purposes only and does not constitute investment advice. Market conditions can change, and past performance is not a guarantee of future results.