tax-loss harvesting

With Days Left, Here’s How To Tax Loss Harvest In 2023

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Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Monday, Dec. 4, … [+] 2023. There are just a few days left in 2023 for tax loss harvesting, which can improve after tax investment outcomes. Photographer: Michael Nagle/Bloomberg © 2023 Bloomberg Finance LP With just a few … Read more

Year-End Tax Trouble—And How To Avoid It

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Some mutual funds inflict great damage on your 1040. Defend yourself. By William Baldwin, Senior Contributor Winter: the season in which fund owners incur self-inflicted wounds. Investors who make the mistake of holding stock mutual funds in taxable accounts are at risk of having unwanted distributions dumped in their laps. This often occurs in December. … Read more