Trusts & Estates

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Trusts & Estates

Can Early Tax Harvesting Reap Greater Gains?

by Greg Singer, Director of Research, Wealth Management Group and Vincent Childers, Research Analyst, Wealth Management Group

Bernstein Wealth Management Research Reports

Capital gains taxes are scheduled to rise from 15% to 20% in 2011, but many think that the increase could be greater and could come two years sooner, when the next president takes office and a new Congress convenes. Should a prospective change in tax policy influence your investment strategy?

Learn more about tax policy considerations in investment decisions by downloading this document.


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