tax-loss harvesting
also referred to as: tax loss harvesting
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2017 by Dan Egan · across every show →
Everything said about tax-loss harvesting, oldest first
Aug 28, 2017 positive
Egan: Tax loss harvesting is most valuable during an investor's first decade
“So strictly speaking, the value of tax loss harvesting grows over time monotonically, but it is convex. So the tax loss harvesting you do the first sort of 10 years of your life will be the most valuable tax loss harvesting you ever do. It will continue to be …”
Aug 28, 2017 positive
Egan: Tax loss harvesting acts as structural arbitrage on tax rates
“So generally speaking, you are using investment losses to offset ordinary income. Ordinary income is your highest marginal tax rate. You embed a tax gain in the portfolio that you then pay off generally 20 or 30 years in the future, and that's going to be the …”