Topic
Tax-Loss Harvesting
Tax-loss harvesting done right: wash-sale rules, after-tax value across state regimes, and when harvesting actually moves the needle.
21 posts
Tax-loss harvesting in wacky Washington State
Safe Harbor Ep 4: Uncompromising Integrity
Enrolled Agent: IRS is asking about substance of client's bitcoin tax-loss harvesting
Trader fund losses can offset ordinary income, but must pass through a gauntlet
Worse than the wash sale rule? Betterment's head of investing weighs in.
Is tax-loss harvesting valuable after the first few years?
ETFs have a tax-loss harvesting rule nobody knows about
OBBB (allegedly) increases $3,000 capital loss deduction; makes EBL limit permanent
Would you rather pay $1 in tax this year or next?
Should you ever tax-loss harvest Nvidia?
The many failed attempts to update the $3,000 limitation on capital loss deductions
How does direct indexing become an expensive index fund?
Direct indexing FTSE Russell survey is interesting, but AI claims are 💩
The One, Big, Beautiful Bill updates SALT, EBL, RQOF, but not LOL3K
If tax-loss harvesting cushions downside, shouldn't investors take more risk?
Tax-aware long/short has a secret weapon
How tax-loss harvesting works on a tax return
Tax Alpha Trends - Q1 2025
When Tax-Loss Harvesting Goes Wrong