Tag
tax-loss-harvesting
5 posts tagged tax-loss-harvesting
- US Investing·
Tax-loss harvesting for Indian investors holding US stocks
How to use tax-loss harvesting on US stock holdings to offset capital gains in your Indian ITR — the 24-month LTCG rule, wash-sale absence in India, and which lots to harvest first.
- RSU Management·
RSU holders in India: why Rovia was built for you (and what it actually does)
If you hold RSUs at Fidelity, E*TRADE, Schwab, or Morgan Stanley, Rovia solves problems no other Indian investing platform addresses. Here is exactly what it does.
- RSU Management·
The RSU tax-saving playbook for US employees: harvesting, donor-advised funds, NUA and the 83(b) myth
The legitimate tax-saving plays for US employees with RSUs: tax-loss harvesting around the wash-sale rule, donating appreciated shares via a donor-advised fund, NUA on 401(k) company stock, tax-gain harvesting, and why 83(b) doesn't apply to RSUs.
- US Investing·
Tax-loss harvesting and the wash-sale rule: the complete playbook
Offset capital gains, take $3,000 of ordinary income, carry losses forward, and avoid the wash-sale traps that quietly disallow your harvest — for US investors.
- US Investing·
Direct indexing to unwind concentrated employer stock
Use a direct-indexing account to harvest losses, exclude your employer stock, and fund the diversification of a concentrated RSU position over several years.