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An inside look at a key robo-advisor feature: daily tax-loss harvesting

Roboadvisors like Betterment and Wealthfront, which are seen as leaders in the industry, trumpet automatic tax-harvesting technology as one of the big benefits of their platforms. Tax loss ... read more

What Is Tax-Loss Harvesting and How Can Investors Use it This Tax Season?

Have you ever heard of tax-loss harvesting? Do you know what it is? David Koenig, chief investment strategist at Charles Schwab's Intelligent Portfolio, talked to TheStreet about tax-loss harvesting, ... read more

IMPACT ANALYSIS: Robo-adviser enforcement cases highlight advertising, solicitation compliance

The SEC focused on Wealthfront’s tax-loss harvesting program, or “TLH,” which the firm used to “create tax benefits for clients by selling certain assets at a loss that, if realized, can be used to of... read more

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How to Deduct Stock Losses from your Tax Bill

(If you have more than $3,000, it will be carried forward to future tax years.)” (For more, see: "Pros and Cons of Annual Tax-Loss Harvesting.") On Part II of Form 8949, your net long-term capital gai... read more


The 'January Effect' Worked in 2019 For All Markets

The “January Effect” predicts good performance in January It’s attributed to the bounce-back that follows tax loss harvesting in December It’s predicted to favor smaller companies over larger As shown ... read more

Save Big with Cryptocurrency Tax Loss Harvesting

Disclaimer: This is informational only. I am not a Certified Public Accountant. The information in this post is not intended to substitute for tax, audit, accounting, investment, financial, nor legal ... read more

Avoid Last-Minute Tax-Loss Harvesting Mistakes

Investors have been known to make a mad dash toward the end of the calendar year in hopes of tax-loss harvesting to offset capital gains obligations. You can claim up to $3,000 per year in capital los... read more

Tax-Loss Harvesting: Should Investors Believe the Hype?

Do tax-loss harvesting strategies boost after-tax returns? Many hypothetical, backtested performance claims imply that they do — and by a lot. But advisers should think twice before using these claims ... read more

Tax-Loss Harvesting With ETFs

Harvesting losses in your portfolio can save you money at tax time. The "wash sale" rule means you can't take a taxable loss on a security if you buy it back within 30 days. Buying an ETF that's simil... read more

Assessing the true value of tax-loss harvesting

Leading automated financial advisers — often called "robo-advisers" — such as Wealthfront and Betterment tout daily tax-loss harvesting as a way to significantly increase your returns. But independent ... read more

Investors are exploiting a murky tax maneuver the IRS has yet to tackle

The main strategy is called tax-loss harvesting, and it’s something that many financial advisors recommend and many robo-advisors offer as part of their investing plans. The strategy involves selling ... read more

How to Tax Loss Harvest with CoinTracker

Disclaimer: This is informational only. I am not a Certified Public Accountant. The information in this post is not intended to substitute for tax, audit, accounting, investment, financial, nor legal ... read more



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