Market Volatility Offers Chance for Tax-Loss Harvesting

This year has seen a spike in market volatility. While this may have made for some sleepless nights among investors, Charles Reinhard points out at InvestmentNews.com that this same volatility is offering investors an opportunity for year-end tax-loss harvesting. Tax-loss harvesting is a strategy whereby an investor sells assets for a loss to offset the…

 

AAII Weekly Features: The Individual Investor’s Guide to Personal Tax Planning 2015

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2015 Exploring the Optimal Equity Allocation Path for Retirees Keeping Transactions Clean from the Wash-Sale Rule Social Security: Delay Benefits at the Expense of Personal Savings? The featured AAII stock screen this week is the Lakonishok approach. Our Member…

 

Now Is A Good Time to Consider Year-End Tax Moves

With about five weeks left to go in 2015, now is a good time to give your tax situation a review. You will have enough time to take any desired action if you analyze your taxes now. You’ll also have the ability to start planning for 2016. A good place to start is to look…

 

Tax-Loss Harvesting

In a recent article for Financial-Planning.com, Kimberly Foss discusses the basics of tax-loss harvesting, something many investors may be facing as the end of the year draws near. Tax-loss harvesting occurs when an investor sells a position for a loss. These losses can first be used to offset any gains they generated for the current year….