Tax Loss Harvesting: A Primer for Investors
KEY TAKEAWAYS
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Tax loss harvesting may lower tax bills by deferring capital gains, reducing taxable income, or offsetting future gains and income.
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Investors considering tax loss harvesting trades should be mindful of the wash-sale rule, potential costs, and their goals.
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Dimensional’s active, systematic ETFs offer tax-efficient, value-added solutions for investors considering replacing existing allocations.
