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More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23 -
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7 -
The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.
September 6 -
Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23