Tax Loss Harvesting w/ Advisory Fee
This sheet simulates your asset growth over time with compounding and compare the difference between with or without tax loss harvesting. In addition, by adjusting the advisory fee, the user can understand whether letting an advisor to manage your asset is worth the fee, which is usually an avoided topic by any advisors.
finance
tax loss harvesting
financial advisor
This spreadsheet is hosted on Google Sheets. Open in Google Sheets to edit directly.