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Kiplinger
Kiplinger
Business
Daniel Hunt

To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps

A piggybank sits among colorful fall leaves.

As major indexes rebound from recent drawdowns, investors face the challenge of managing portfolios that may look very different than they did at the start of the year.

One strategy to consider is tax-loss harvesting, an approach that not only helps optimize tax efficiency, but can also maintain a balanced portfolio to help weather future market fluctuations.

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