Tax Loss Harvesting And Bonds Hot

SherylCPASherylCPA  
 
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Advisors and clients are both concerned about bond investments. When interest rates rise, bond values will decline. As this rate increase nears (and we get closer every day), shorter term bonds will fall less than long term bonds. And, maturing bonds may be reinvested in higher yielding bonds. 
 
So, for advisors that want to shorten bond durations (or move to more aggressive bonds), year-end is ideal. Since many of our clients' bond positions have unrealized losses, selling to recognize these losses will provide the opportunity to reposition holdings. 
 
Please don't ignore this opportunity! In one simple step, you can lower your clients' tax bills, avoid the Medicare surtax and strategically reposition models. Such a deal!

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