There are many firms offering tax harvesting / smart

There are many firms offering tax harvesting / smart  strageties, I would try to avoid small shops and choose a big reputable name.  Tax harvesting generally can bring average 0.3-0.5% advantage, and there may be risks buying higher during the re-balance solely based on automated tax-loss harvesting.  

 

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• RoarRoar,你用過沒？現在我能想到的是投資定投不賣，自然也就沒有稅了。但是income是一定要交稅的，隻能捐，哈哈 -BrightLine- ♂ (161 bytes) () 11/17/2024 postreply 08:05:55

• 捐也分DAF，CRT，Grantor CLT以及private family foundation -QuantFields- ♂ (0 bytes) () 11/17/2024 postreply 08:09:41

• yes, it beats spy by a whooping 0.3% -roarroar- ♂ (0 bytes) () 11/17/2024 postreply 08:09:00

• 能夠beat SPY就很不錯了，反正QQQ 沒有太多分紅，所以付的稅也不多，我一般不賣股票，今年賣了一些，得趕快交稅，不 -BrightLine- ♂ (39 bytes) () 11/17/2024 postreply 08:16:46

• 0.3%也太少了點吧，買幾個個豪宅出租，amortization 都不止這麽多 -米奇的廚房- ♂ (0 bytes) () 11/17/2024 postreply 10:44:48

• 米奇，你太小看了RoarRoar的家底了，至少是幾十米以上，當然是股票為主啊，哈哈 -BrightLine- ♂ (167 bytes) () 11/17/2024 postreply 11:47:42