Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Direct Indexing Isn't Just for Stocks
By John ManganaroAs awareness grows and usage broadens, experts anticipate that direct indexed SMA assets could surpass $800 billion by 2026.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
March 15, 2023
10 Timely Tax Issues to Discuss With ClientsTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
March 14, 2023
3 Ways to Help Clients Create Tax-Efficient PortfoliosThe potential generation of tax savings over the long term can elevate the advisor-client relationship.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
February 15, 2023
Bond Investors Could Score Major 'Tax Alpha' This YearPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.