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 Are Active ETFs Truly More Tax-Efficient? Ready for a Big Capital Gains Tax Bill? What You Need to Know About Capital Gains Distributions Which 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 Money A Better Way to Use Leverage in Your ETF Portfolio Apple 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 Benz Margaret Giles   Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/