Using a special order type will make your ETF order behave like a mutual fund order. This minimizes the price fluctuation when you harvest tax losses.
After you do tax loss harvesting, should you get back to the original fund after 30 days?
When stocks are down, rebalancing and tax loss harvesting beat literally doing nothing.
Vanguard, Fidelity, and Schwab default cost basis tracking method to average cost for mutual funds. Here’s how you can change it to specific identification to minimize taxes.
Do you remember those days last summer when the Dow went down 400 points one day, then it went up 400 points the next day, before it went down another 400 points the following day? I saved in my notebook this excellent post on the Bogleheads forum by the remarkable poster nisiprius: A time to […]