Taxes affect investment returns. The good news is that guidance to invest in a tax-smart way is accessible to all types of investors. So as another tax season looms, it’s a good time for investors to assess their portfolios through a tax lens.
One tax that can take investors by surprise is the capital-gains tax on the sale of an appreciated security. The way to help mitigate capital gains is called tax-loss harvesting.
Tax-loss…
