article_search

Search Articles:

Product Finder

Search for products that match of these criteria:

 + Add row
Price:

Investors, make your tax-related moves now

$225.00

SKU: MTCfa191. Category: .

Description

Abstract: The investment portfolio is an area that’s ripe for examination when looking for ways to reduce an individual tax bill. Techniques such as harvesting capital losses are highly effective and can be implemented quickly. Investment decisions should never be driven by tax considerations alone. But if buying or selling a security makes financial sense, it pays to take taxes into account when timing investment moves. This article offers several strategies to consider. A sidebar discusses the wash sale rule, which prevents an investor from buying substantially identical securities within 30 days before or after the sale — and techniques to mitigate a related risk.

Additional information

Year

Niche

Newsletter

Issue

Word Count