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Year-end is a natural time to review taxable accounts. Some investors sell losers to offset gains, others realize gains while they are in a lower bracket.
Timing matters, too: a sale in December counts for this tax year, while waiting until January moves it to next year.
Are you harvesting capital gains or losses before year-end?
What is guiding your decision this year — tax bracket, Medicare premiums, or simply rebalancing?
Log in and share your take — the best answers help everyone here.
Not financial advice.
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