Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Choreo Launches Automatic Tax Assessment and Management Tool
By John ManganaroAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
May 24, 2024
How to Avoid the No. 1 Value Killer in Retirement PortfoliosPoor tax management can cost clients big time, Barrett Ayers of Adhesion Wealth says. Here's what he recommends.
March 14, 2024
It's Not Too Early to Start 2024 Tax PlanningClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
February 12, 2024
An Asset Manager's Key to Boosting After-Tax WealthFrank Pape of Frontier talks about tax-friendly investment processes and why advisors should stop discussing "standard deviations."
February 06, 2024
Bond Ladders Gain Traction in Direct IndexingDirect indexing isn't just for stocks, Jonathan Rocafort of Parametric says.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.
December 15, 2023
8 Tax-Loss Harvesting Tips for 2024Loss harvesting benefits from an always-on mentality, so be ready to take potential action early next year.
December 12, 2023
10 Ways You Save Your Clients MoneyMany people associate investing with stock picking, but good advisors do so much more.