Due to the recent bear market, I harvested a huge amount of capital losses (six-digit figure) which I can use to offset against capital gains and income in future years. The offset against capital gains is uncapped, but that against income is capped at $3000 a year.
With that in mind, investments that primarily throw off [...]
A recent question on the Bogleheads forum was Exact sequence of an ETF TLH transaction:
Is there a recommended method of doing a TLH? I tend to like to TLH on market downturns if at all possible. Currently I start with the ETF that I would like to sell. I look at the bid/ask, and I [...]
Background
Many investors are aware that when they sell a mutual fund or stock with a gain, they have to pay capital gains taxes for it. On the other hand, if they sell with a loss, they can claim a tax loss on it, as long as the transaction does not run foul of the wash [...]
Indexfundfan
Copyright © 2010 | indexfundfan @ indextown