Yes, You Can Still Find Tax-Loss Harvesting Opportunities in 2024

11/22/24 • 15 min

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Christine Benz, Morningstar’s director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.

What is Tax-Loss Selling?

Are There Limits to How Much You Can Offset Capital?

How to Evaluate Your Cost Basis to Find Loss Opportunities

What is the 30 Day Rule for Tax-Loss Selling?

Why Investors Should Think About Tax-Loss Selling When Markets Are Up

How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy

Why Tax-Loss Selling is a Bear Market Strategy

Read about topics from this episode.

How You Could Benefit from Tax-Loss Selling This Year

Are Active ETFs Truly More Tax-Efficient?

Ready for a Big Capital Gains Tax Bill?

What You Need to Know About Capital Gains Distributions

Which Investments to Keep Out of Your Taxable Account

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Christine Benz

Margaret Giles

Follow us on social media.

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What is Tax-Loss Selling?

Are There Limits to How Much You Can Offset Capital?

How to Evaluate Your Cost Basis to Find Loss Opportunities

What is the 30 Day Rule for Tax-Loss Selling?

Why Investors Should Think About Tax-Loss Selling When Markets Are Up

How to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy

Why Tax-Loss Selling is a Bear Market Strategy

Read about topics from this episode.

How You Could Benefit from Tax-Loss Selling This Year

Are Active ETFs Truly More Tax-Efficient?

Ready for a Big Capital Gains Tax Bill?

What You Need to Know About Capital Gains Distributions

Which Investments to Keep Out of Your Taxable Account

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

Christine Benz

Margaret Giles

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

Previous Episode

What You’re Getting Wrong About Dividend Investing

David Harrell, editor of Morningstar’s DividendInvestor newsletter, makes the case for dividend investing. However, he also points out the pitfalls, like dividend fallacy, that income-focused investors should watch out for.
Why Investors Are Divided About Dividend Investing

The Pitfall of Dividend Fallacy

Warning Signal for Dividend Traps

Should Investors Focus on Total Return Rather Than Dividends Alone?

How a Dividend-Focused Investment Strategy Can Help with Safe Withdrawal Rates

Why Investors May Not Want to Create Their Own Dividend

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Are Share Repurchases Better Than Dividends at Returning Capital to Stock Owners? (This part of the episode includes a clarification: Taxes on qualified dividends can be avoided if your AGI is below certain levels.)

Drawbacks of a Dividend-Focused Investment Strategy

Has Dividend Investing Created Bad Investor Behavior?

Read about topics from this episode.

Subscribe to the Morningstar DividendInvestor newsletter.

3 Dividend Stocks for November 2024

Are Better Days Ahead for Dividend Investors?

Is a Dividend Stock Comeback Around the Corner?

New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?

There Is Nothing Special About Dividends

What to watch from Morningstar.

A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money

A Better Way to Use Leverage in Your ETF Portfolio

Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?

Is Your Portfolio Built to Withstand a Market Rotation?

Read what our team is writing:

David Harrell

Ivanna Hampton

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

Next Episode

What Higher Bond Yields Mean for Markets in 2025

Dominic Pappalardo, chief multi-asset strategist at Morningstar Investment Management, discusses why long-term yields spiked in the wake of the election, what's next for fixed-income in 2025, and how investors can take advantage of higher yields in their portfolios.
Why Did Bond Yields Rise in the Wake of the Election?

How Investors Are Thinking About Rising Bond Yields

What the Current Run-Up in Bond Yields Tells Us About the Markets

How Do Today’s Yields Compare to History?

Will the Flat Yield Curve Start to Steepen?

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How Long Can the Market Withstand a Higher Interest Rate Environment?

How Bond Yields Affect Mortgages

How Today’s Bond Yields Can Benefit Investors When Looking at Portfolio Construction

Economic Outlook 2025 Key Takeaways

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Postelection Deficit Concerns Fuel Jump in Bond Yields

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