The utilization of losses harvested through the strategy will depend upon the recognition of capital Produce losses, which may not be offset by sufficient gains in the account and may be limited to a $3,000 deductionĪgainst income. In addition, tax loss harvesting strategies may There is a chance that trading attributed to tax loss harvesting may create capital gains and wash sales andĬould be subject to higher transaction costs and market impacts. (e.g., short- term or long-term).Tax loss harvesting may generate a higher number of trades due to attempts to capture The effectiveness of the Tax-Loss Harvesting strategy to reduce the tax liability of the client will depend on theĬlient’s entire tax and investment profile, including purchases and dispositions in a client’s (or client’s spouse’s)Īccounts outside of Wealthfront Advisers and type of investments (e.g., taxable or nontaxable) or holding period
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