Title: Tax Loss Harvesting: What You Need to Know
Date: Thursday, September 06, 2018
Time: 02:00 PM Eastern Daylight Time
Duration: 1 hour
With the end of the tax year a few months away, it is never too early to plan ahead with exchange traded funds. In this upcoming webcast, State Street Global Advisors and ETF Trends will discuss the current status of the fixed-income environment and consider ways to incorporate ETFs as a means to effectively harvest potential losses.
Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates a discussion on:
- What is tax loss harvesting and how to use it efficiently
- How advisors use ETFs to integrate tax-loss harvesting into portfolios
- Opportunities in the current market environment to practice tax loss harvesting within fixed-income portfolios
No longer accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Vice President, Head of SPDR® Americas Research
State Street Global Advisors
Chief Operating Officer
Editor and Publisher