Why People Get the Math of Tax Loss Harvesting Wrong
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Why People Get the Math of Tax Loss Harvesting Wrong
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A lot of DIY investors look at tax-loss harvesting and decide it's barely worth the trouble, assuming it's just a way for AUM advisors to justify their fees. That math is wrong, and we explain why.
We get into the mechanics of tax loss harvesting, what actually happens to your cost basis, why most people underestimate its long-term value, and the costly mistakes you can make if you’re not paying close attention.
Key moments:
(03:13) Why your whole financial picture (not just one stock position) matters for tax planning
(06:13) The hidden dangers of default cost basis methods for DIY investors
(09:45) Why robo-advisors often miss wash sale risks
(14:17) Why “doing well” financially doesn’t always mean you’re maximizing your results
Resources mentioned:
- MIT study on the empirical value of tax loss harvesting
- IRS Schedule D (Form 1040), Capital Gains and Losses
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