Tag #Tax-Loss Harvesting

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abcnews.go.com

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Dec 18, 19:12

Tax-Loss Harvesting Opportunities Amid Strong US Market Performance

Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.

Tax-Loss Harvesting Opportunities Amid Strong US Market Performance

Due to the U.S. market's 25%+ year-to-date gain through mid-December 2024, investors with taxable accounts can use tax-loss harvesting in underperforming sectors like long-term bonds and various individual stocks to offset capital gains, potentially saving on taxes, and optimize their portfolios.

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How does the choice of cost-basis method affect the effectiveness of tax-loss harvesting strategies?

Diversification significantly impacts tax-loss harvesting potential. While the U.S. market thrived, other segments, including long-term bonds, many individual stocks, non-U.S. stock funds, and alternative funds, experienced losses, providing opportunities to offset gains in the profitable U.S. market. The specific share identification method offers the most control over which assets to sell for tax loss harvesting.

jpost.com

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Dec 7, 10:06

Year-End Tax Planning: Using Losses to Offset Gains

High stock market returns are prompting some investors to sell, raising capital gains tax concerns; however, tax-loss harvesting offers a viable strategy to reduce tax burdens, necessitating professional financial and tax advice.

Year-End Tax Planning: Using Losses to Offset Gains

High stock market returns are prompting some investors to sell, raising capital gains tax concerns; however, tax-loss harvesting offers a viable strategy to reduce tax burdens, necessitating professional financial and tax advice.

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How can investors use losses to offset gains and minimize their tax liabilities?

The article highlights the importance of year-end financial review and portfolio rebalancing. Rebalancing ensures alignment with long-term goals and risk tolerance, adjusting asset allocations to reflect market fluctuations and individual investor needs. Tax-loss harvesting is presented as a key strategy to minimize capital gains tax.

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