Muni Tax Loss Harvesting Case StudyMuni Tax Loss Harvesting Case Study
Learn how Gurtin offset $1.27MM in state and federal taxes in 2018
October 24, 2019
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Sponsored by Gurtin Municipal Bond Management
Gurtin Municipal Bond Management, a PIMCO Company
Tax loss harvesting can help investors decrease tax liabilities realized from capital gains in their overall investment portfolio. Unlike tax loss harvesting in other asset classes — such as equities — tax loss harvesting in municipal bond portfolios can potentially eliminate capital gains taxes, instead of simply deferring the bill into the future.
Download this case study to gain a greater understanding of how investors may enhance the tax efficiency of their investment portfolio through muni tax loss harvesting and explore the benefits of Gurtin’s distinct, year-round approach.
