Tax-Loss Harvesting: Offsets, Limits & Carry-Forward
This lesson is part of the course
In this lesson
You find the losses in a five-fund portfolio, offset them against this year's gains, use part of the rest against other income and carry the remainder forward, then price the tax saved.
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Lessons in this course
- Pre-Tax vs After-Tax Return: Income vs Capital Gains Rates Locked
- Tax Drag over Time: Taxed Every Year vs Tax Deferred Locked
- Taxable vs Tax-Deferred vs Tax-Free Accounts Locked
- Asset Location: Which Fund Goes in Which Account Locked
- Tax-Loss Harvesting: Offsets, Limits & Carry-Forward Locked
- Capital Gains & Lot Selection: FIFO vs Highest-Cost Lots Locked
- Withdrawal Order in Retirement: Taxable First vs Deferred First Locked
- Dividend vs Buyback: The After-Tax Comparison Locked