Navigating Tax-Loss Harvesting and the IRS Wash Sale Rule

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.

What is Tax-Loss Selling?

Are There Limits to How Much You Can Offset Capital?

How to Evaluate Your Cost Basis to Find Loss Opportunities

What is the 30 Day Rule for Tax-Loss Selling?

Why Investors Should Think About Tax-Loss Selling When Markets Are Up

How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy  

Why Tax-Loss Selling is a Bear Market Strategy  

Read about topics from this episode.  

How You Could Benefit from Tax-Loss Selling This Year

Are Active ETFs Truly More Tax-Efficient?

Ready for a Big Capital Gains Tax Bill?

What You Need to Know About Capital Gains Distributions

Which Investments to Keep Out of Your Taxable Account

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Christine Benz

Margaret Giles

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