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Financial Planning / Tax Strategies


Subject:  Re: selling losers in the face of tax increase? Date:  11/30/2012  5:40 PM
Author:  vkg Number:  117026 of 128043

Since the gains are realized, I would start will selling the losers that you aren't going to rebuy.

The compromise option is often my choice, sell enough to cover around half of your gains. It locks in some tax advantage now, and retains some for future year.

The current value of the tax deduction increases if the amount of gain is enough to trigger AMT. If does trigger AMT, then selling at least enough to eliminate AMT would make sense.
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