Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Losing money inside your brokerage or retirement account may hurt—but it doesn’t necessarily mean a loss for federal tax purposes. The rules for determining a capital gain or capital loss depend on ...

・Tax-loss harvesting lets investors use losing investments to offset capital gains and reduce taxable income. ・The strategy only works in taxable accounts (not 401(k)s or IRAs). ・Understanding the ...

Selling underwater stocks and bonds can lower your tax bill Written By Written by Contributor, Buy Side Anna-Louise Jackson is a contributor to Buy Side and an expert on economics, investing and real ...

Is there a benefit to keeping a large capital loss carryover or using a simple trick to convert it to increased basis in stocks you hold for future sale? Let’s say you have a decent-sized nest egg for ...

The empirical research has shown that tax-loss harvesting strategies in separately managed accounts can improve the post-tax returns of an investment portfolio by employing a strategy of selling ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Tax-loss harvesting is an investment technique used to ...

Strategically implementing tax‑loss harvesting can reduce taxes and boost net returns—here’s how to know when it’s worth it and how to execute properly Written By Written by Staff Money Writer, WSJ | ...

Tax-loss harvesting can be valuable, potentially significantly so, to the right investor. This is the takeaway from a recent study released by Vanguard. The firm looked at the practice of tax-loss ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It ...