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Subject:  Re: ACA Calc: Tax Strategy Date:  11/2/2013  5:49 PM
Author:  eurotrash01 Number:  119445 of 127549

So, as for your original question about income timing, it might make sense to store up some nuts for the winter. BUT, you also need to be wary of 2013 tax as you do so. Remember that the surtax on investment income is in effect for 2013.

Hi Phil, and thanks.

I'm already into the l/t investment income 2013 penalty box of which you speak. Booked some l/t cap gains taking me to the higher marginal level at least, and the surtaxes will kick in. No earned income and short term gains are relatively low (under $40k at the moment). I suspect I will not book any more l/t gains for 2013 though I may push up the s/t gain bucket a tad to clear the decks better for 2014 if I proceed down this path.

Will keep watching the news.

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