Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.What is Tax-Loss Selling?Are There Limits to How Much You Can Offset Capital?How to Evaluate Your Cost Basis to Find Loss OpportunitiesWhat is the 30 Day Rule for Tax-Loss Selling?Why Investors Should Think About Tax-Loss Selling When Markets Are UpHow to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy  Why Tax-Loss Selling is a Bear Market Strategy   Read about topics from this episode.  How You Could Benefit from Tax-Loss Selling This YearAre Active ETFs Truly More Tax-Efficient?Ready for a Big Capital Gains Tax Bill?What You Need to Know About Capital Gains DistributionsWhich Investments to Keep Out of Your Taxable Account  What to watch from Morningstar.A Simpler Medicare Part D Is Coming. Here's How It Could Save You MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing:Christine BenzMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.