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Investing Specialists

Don't Write Off Tax-Loss Selling in a Strong Market

Even buy-and-hold investors may be able to identify worthy candidates.

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Note: This article is part of Morningstar's November 2016 Year-End Tax-Planning Guide special report. A version of this article appeared Sept. 10, 2015.

Investors are often encouraged to scout around for tax-loss sale candidates as a calendar year winds down. By selling securities that are trading for less than they paid for them, they can net tax losses that they can use to offset capital gains and, if they still have excess losses, up to $3,000 in ordinary income.

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.