Personal Investments • Tax-harvesting - how to guide and whether to just use "Fidelity Tax-Managed U.S. Equity Index Strategy" as recommended

Many investors including myself do not keep bond funds in a taxable account, so they will never tax-loss harvest them,

I see that the OP does have some tax-exempt bond funds in their taxable account, so there is the possibility that some of those shares have losses.

Statistics: Posted by livesoft — Fri Feb 23, 2024 1:53 pm — Replies 5 — Views 262

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