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 Opportunities
What is the 30 Day Rule for Tax-Loss Selling?
Why Investors Should Think About Tax-Loss Selling When Markets Are Up
How 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 Year (morningstar.com/personal-finance/how-you-could…)
Are Active ETFs Truly More Tax-Efficient? (morningstar.com/funds/are-active-etfs-truly-mo…)
Ready for a Big Capital Gains Tax Bill? (morningstar.com/funds/ready-big-capital-gains-…)
What You Need to Know About Capital Gains Distributions (morningstar.com/funds/what-you-need-know-about…)
Which Investments to Keep Out of Your Taxable Account (morningstar.com/personal-finance/which-investm…)

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Read what our team is writing:
Christine Benz (morningstar.com/people/christine-benz)
Margaret Giles (morningstar.com/people/margaret-giles)

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