Tax Loss Harvesting
A chart showing the decision making process, flow, and even example (percentage or a rounded number) of this plan
Comments: 3
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09 Feb, '21
Shannon Moenkhauslet's include wash sale rules and and the opportunity to buy a "surrogate" investment
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10 Jun, '22
ChrisGranger Admin"Tax Loss Harvesting Checklist" (suggested by Brian Grigg on 2022-02-03), including upvotes (1) and comments (0), was merged into this suggestion. Original language from merged suggestion: "What are the options available for Tax Loss Harvesting? Stocks to ETFs/mutual funds and the benefits. Focus on STCG first. Use it during rebalancing, etc."
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16 Jun, '22
ChrisGranger Admin"Capital Gain Netting Process" (suggested by Brian Clarke on 2021-12-10), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Chart or Flow chart for the Capital Gain Netting process."