Sponsored by 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.