Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How This Year's Painful Losses Can Help Your Client's Tax Situation
By Ric EdelmanRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 13, 2022
A Way to Reduce Tax Bills in Down MarketsTax-loss harvesting can help make this year's market performance a little more bearable for your clients.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
September 30, 2022
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.
September 29, 2022
Bond Market Mess Is a Chance to Lock In Higher Yields for LongerInvestors have an opportunity to lock in yields that might not be available next year, Schwab's Kathy Jones says.