Tuesday, January 17th @ 11:00-1:00 PM (639 Evans Hall)
The Tax-Loss Harvesting Life Cycle
Lisa Goldberg, Pete Hand and Alan Cummings, UC Berkeley & Aperio Group The Tax-Loss Harvesting Life Cycle
The Tax-Loss Harvesting Life Cycle A 43-Year Retrospective of Equity Indexing Strategies for Taxable Investors Tax-loss harvesting aims to realize losses on individual stocks in conjunction with an investment objective such as index tracking. In this talk, we give a historical appraisal of the value of tax-loss harvesting to taxable investors with realized gains in their portfolios. Our study provides insight into the lifecycle of a tax-loss harvesting strategy, which has its youth, midlife, and golden years.