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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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