Tax-loss harvesting, or "tax selling," is a technique used to lower your taxes while maintaining the expected risk and return profile of your portfolio. It harvests previously unrecognized investment losses to offset taxes due on your other gains and income. You can reinvest these tax savings to significantly grow the value of your portfolio.
Wealthfront has two different strategies available for Tax-Loss Harvesting on client portfolios:
1. Daily Tax-Loss Harvesting
2. The Tax-Optimized US Index Portfolio
Both of Wealthfront’s Tax-Loss Harvesting strategies run every day, selling underperforming assets and replacing them with similar but not identical ones as opportunities arise.
Learn more about Daily Tax-Loss Harvesting and Stock level Tax-Loss Harvesting with the Wealthfront Tax-Optimized US Index Portfolio here.
http://www.slideshare.net/wealthfront/engineering-your-portfolio-with-etfs
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