tax loss harvesting

When should you sell your mutual fund investments? Experts weigh in.

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When should you sell your mutual fund investments? Experts weigh in.

Mint spoke to financial experts to help answer this critical question. When you’ve met your goal One of the most straightforward reasons to sell your mutual fund investments is that you have achieved your financial goal. Vishal Dhawan, a Sebi-registered investment advisor and founder & CEO of Plan Ahead Wealth Advisors, said it’s prudent to … Read more

Your Questions Answered: How does tax-loss harvesting work and can it minimise my tax outgo?

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Your Questions Answered: How does tax-loss harvesting work and can it minimise my tax outgo?

Q. I am Ranjan. I want to harvest tax loss for my investments. How does tax-loss harvesting work? How can it help minimise my tax outgo? What are the risks? Tax-loss harvesting is a strategy used to minimise tax liability by selling investments that have declined or are declining in value. When an investment is … Read more