When Losses are a Good Thing

It's time for year-end tax management moves and there are a variety of strategies to consider this year, particularly with respect to the special treatment of Roth conversions in 2010, the potential expiration of the '01 and '03 tax cuts, not to mention the fact that the Estate Tax is coming back (and similarly, but more subtle in the implications, the Generation-Skipping tax). And perhaps we'll have time to address them in another News and Notes article, but today's topic is about a tax management strategy which is useful almost every year: harvesting capital losses.

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David S. Meyers, CFP 2022