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Financial Analysts Journal Volume 77, 2021 - Issue 4
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Research

Tax-Loss Harvesting: An Individual Investor’s Perspective

Kevin Khanga Kevin Khang is a senior investment strategist at the Vanguard Group, Malvern, Pennsylvania.ORCID Iconhttps://orcid.org/0000-0002-1997-015X
ORCID Icon,
Thomas Paradiseb Thomas Paradise is a wealth planning specialist at the Vanguard Group, Malvern, Pennsylvania.ORCID Iconhttps://orcid.org/0000-0003-1197-6802
ORCID Icon &
Joel Dicksonc Joel Dickson is a principal and global head of advice methodology at the Vanguard Group, Malvern, Pennsylvania.ORCID Iconhttps://orcid.org/0000-0003-0246-4231
ORCID Icon
Pages 128-150 | Received 16 Feb 2021, Accepted 29 Jul 2021, Published online: 22 Sep 2021

Citations (3)

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Read on this site (1)

Yin Chen & Roni Israelov. (2024) Exclude with Impunity: Personalized Indexing and Stock Restrictions. Financial Analysts Journal 80:2, pages 7-25.
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Articles from other publishers (2)

Joseph Liberman & Nathan Sosner. (2024) Combining VPFs and Tax-Aware Strategies to Diversify Low-Basis Stock. SSRN Electronic Journal.
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Roni Israelov & Jason Lu. (2023) A Tax-Loss Harvesting Horserace: Direct Indexing vs. ETFs. SSRN Electronic Journal.
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