#tax-loss harvesting
5 articles found
Capital Gains Tax Strategies for 2026: Brackets, Timing, and the Rules That Changed
2026 capital gains brackets and NIIT, worked examples of timing sales, gifting stock under the new charitable rules, and why 2026 is odd for Opportunity Zones.
Direct Indexing in 2026: Costs, Tax-Loss Harvesting Math, and Who Should Skip It
How direct indexing works, 2026 fees and minimums, worked tax-loss harvesting and fee math, wash-sale traps, and when a plain index ETF is the better choice.
Portfolio Rebalancing in 2026: How Often, How Far, and How to Keep the Tax Bill Down
How to rebalance: what drift did to a 60/40 portfolio from 2022 to 2025, calendar vs. threshold rules, research on frequency, and tax-efficient methods.
Robo-Advisors in 2026: Fees, Cash Drag, and What Tax-Loss Harvesting Really Delivers
Robo-advisor fees compared as of September 2026: Betterment, Wealthfront, Schwab, and Vanguard, plus 30-year fee drag and what tax-loss harvesting means.
Tax-Loss Harvesting: Wash Sales, the $3,000 Limit, Lot Selection, and What Deferral Is Worth
How tax-loss harvesting works in 2026: wash-sale traps (IRAs, spouses, dividends), the $3,000 limit, lot selection, crypto rules, and deferral math.