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Investing
2 articles on investing, newest first.
Gains, losses and giving appreciated stock all reward timing, and the rules are stricter than they look. Tax planning puts them to work.
- InvestingTax-Loss Harvesting Without Tripping the Wash-Sale Rule
Buy substantially identical securities within 30 days before or after a loss sale, in any of your accounts or your spouse's, and the loss is disallowed. Here is how to harvest cleanly.
- InvestingGive Appreciated Stock, Not Cash: What You Deduct and Skip
Shares that have gone up can go straight to charity. You deduct their full value and the gain never reaches your return. Here is the rule, the limits and the math.
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