“You'll start by offsetting the short-term gains of the short-term losses, and then the long-term gains of the long-term losses”

Motley Fool Hidden Gems Investing · 10 Tips for Harvesting Investment Losses

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Match short-term gains with short-term losses first, then long-term gains with long-term losses when filling Schedule D

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“Let's say 5 and 10 on long term and short term in my example should be in dollar terms.”
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Pricing 5% long-term, 10% short-term Share this moment
“Donating long-term appreciated investments… avoid paying taxes on those long-term capital gains… you can also deduct the contribution up to a limit of 30 % of your AGI”
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Said on Motley Fool Hidden Gems Investing
Why it worked Deduction limit 30 % of AGI, excess can be carried forward for five ye… Share this moment
“Normally, when Republicans start to take away, chip away... by late September and early October, that polling lead has been chipped away, and then Republicans gain and gain.”
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Said on The New Yorker Radio Hour
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“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”
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Said on Motley Fool Hidden Gems Investing
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