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Financial Planning: Year-End Planning
My ordinary income next year will trigger the 3.8% Medicare surtax on investment income, along with higher tax rates on capital gains and dividends. If I were to sell some stock this year, I would avoid these taxes, and I would then repurchase the stock to reset the basis. What are the issues I need to consider? This is premium content
By selling stock at a gain and then buying it back at the current price, you create a new...
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