When it Pays to Pay Capital Gains

2 Pages Posted: 6 Apr 2019

Date Written: March 12, 2019

Abstract

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

Haghani, Victor and Hilibrand, Larry and White, James, When it Pays to Pay Capital Gains (March 12, 2019). Available at SSRN: https://ssrn.com/abstract=3351245 or http://dx.doi.org/10.2139/ssrn.3351245

Victor Haghani

Elm Partners ( email )

1630 Willow View Drive
PO Box 1417
Wilson, WY 83014

HOME PAGE: http://www.elmfunds.com

Larry Hilibrand

Independent

James White (Contact Author)

Elm Partners ( email )

1630 Willow View Drive
PO Box 1417
Wilson, WY 83014

Do you have a job opening that you would like to promote on SSRN?

Paper statistics

Downloads
213
Abstract Views
1,574
Rank
304,787
PlumX Metrics