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Personal Investments • Trying to be tax-smart about funds for lumpy expenses

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People seem to be all over about tax loss harvesting small amounts. The year before last I did with less than 1K loss but I don't keep much in taxable. I think it is a personal preference to do small amounts. Bunching is a viable tax strategy. I don't have to bunch to itemize but for me, it depends on what the gain is to go through the effort.

Statistics: Posted by gotoparks — Sat Feb 24, 2024 3:44 pm — Replies 1 — Views 75



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