When it Pays to Pay Capital Gains
2 Pages Posted: 6 Apr 2019
Date Written: March 12, 2019
An unconventional approach which for some US-taxable investors can produce a surprisingly large improvement on standard tax-loss harvesting.
Keywords: Tax Efficiency, Capital Gains, Tax Harvesting, Risk, Utility, Risk Aversion, Heuristics, Portfolio Selection, Lifetime Portfolio Selection, Saving and Spending
JEL Classification: B12, B16, B20, C00, C10, C11, C50, C57, C73, D03, D81, D83, E00, G00, G02, G11, G12, G14, G17, G23
Suggested Citation: Suggested Citation