Tax Loss Harvesting

18 votes

A chart showing the decision making process, flow, and even example (percentage or a rounded number) of this plan

Done Suggested by: Rich A (25 Feb, '20) • Upvoted: 22 Dec, '23 • Comments: 3

Comments: 3

09 Feb, '21
Shannon Moenkhaus
let's include wash sale rules and and the opportunity to buy a "surrogate" investment
10 Jun, '22
ChrisGranger Admin
"Tax Loss Harvesting Checklist" (suggested by Brian Grigg on 2022-02-03), including upvotes (1) and comments (0), was merged into this suggestion. Original language from merged suggestion: "What are the options available for Tax Loss Harvesting? Stocks to ETFs/mutual funds and the benefits. Focus on STCG first. Use it during rebalancing, etc."
16 Jun, '22
ChrisGranger Admin
"Capital Gain Netting Process" (suggested by Brian Clarke on 2021-12-10), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Chart or Flow chart for the Capital Gain Netting process."