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How do you estimate the benefit of Daily Tax-Loss Harvesting for my account?

We use the internal rate of return (IRR) of the incremental value of Daily Tax-Loss Harvesting (TLH) for your investment horizon and income level to project the potential incremental value of TLH for your account. The realized value of tax-loss harvesting varies with multiple dimensions, including marginal tax rates, investment horizon, frequency of additional deposits and whether the portfolio undergoes is liquidated at the end of the investment horizon.

 

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Wealthfront and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisor. Financial advisory and planning services are only provided to investors who become clients by way of a written agreement. All investing involves risk, including the possible loss of money you invest. Past performance does not guarantee future performance.