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.
Want to learn how much Tax-Loss Harvesting saved our clients last year? Watch this: How Tax-Loss Increases Returns
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