Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

Nov 22, 2024

Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, shares her expertise on tax-loss harvesting strategies. She explains how investors can uncover loss opportunities even in a bullish market. Learn about the IRS wash sale rule, effective cost basis calculations, and why tax-loss selling can be advantageous during bear markets. Benz emphasizes the importance of integrating tax-loss selling into your portfolio maintenance strategy, helping you navigate taxes while optimizing your investments.

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Intro

00:00 • 2min

Navigating Tax-Loss Harvesting and Cost Basis Calculations

02:01 • 3min

Navigating Tax-Loss Harvesting and the IRS Wash Sale Rule

05:30 • 2min

Mastering Tax-Loss Harvesting

07:38 • 5min

Navigating Tax-Loss Selling in Bear Markets

13:02 • 3min