Tax-Loss Harvesting: An Individual Investor’s Perspective-Reference-Cited by-同舟云学术

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Tax-Loss Harvesting: An Individual Investor’s Perspective

Published:2021-09-22 Issue:4 Volume:77 Page:128-150
ISSN:0015-198X
Container-title:Financial Analysts Journal
language:en
Short-container-title:Financial Analysts Journal

Author:

Khang Kevin¹^ORCID,Paradise Thomas²^ORCID,Dickson Joel³^ORCID

Affiliation:

1. Kevin Khang is a senior investment strategist at the Vanguard Group, Malvern, Pennsylvania.

2. Thomas Paradise is a wealth planning specialist at the Vanguard Group, Malvern, Pennsylvania.

3. Joel Dickson is a principal and global head of advice methodology at the Vanguard Group, Malvern, Pennsylvania.

Publisher

Informa UK Limited

Subject

Economics and Econometrics,Finance,Accounting

Link

https://www.tandfonline.com/doi/pdf/10.1080/0015198X.2021.1963187

Reference27 articles.

1. Having Your Cake and Eating It Too: The Before- and After-Tax Efficiencies of an Extended Equity Mandate

2. Tax Management, Loss Harvesting, and HIFO Accounting

3. Do stocks outperform Treasury bills?

4. Changes in U.S. Family Finances from 2016 to 2019: Evidence from the Survey of Consumer Finances

5. Household Finance

Cited by 3 articles. 订阅此论文施引文献订阅此论文施引文献，注册后可以免费订阅5篇论文的施引文献，订阅后可以查看论文全部施引文献

1. Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock;SSRN Electronic Journal;2024

2. Exclude with Impunity: Personalized Indexing and Stock Restrictions;Financial Analysts Journal;2023-10-19

3. A Tax-Loss Harvesting Horserace: Direct Indexing vs. ETFs;SSRN Electronic Journal;2023

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