Tax Alpha Insider

Tax Alpha Insider

When Tax-Loss Harvesting Goes Wrong

Required reading from Kitces Blog

Brent Sullivan's avatar
Brent Sullivan
Jun 16, 2024
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Nearly all research on tax-loss harvesting assumes the highest marginal income and long-term capital gains rates. Only some actually pay these rates. Kitces Blog explores suitability for other brackets, the value of tax-loss harvesting, and when it is not worth the hassle. My goal in highlighting this work is a different perspective on th…

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