Tax Loss Sale?

Have a question about your personal investments? No matter how simple or complex, you can ask it here.

Tax Loss Sale?

Postby tonys » Thu Dec 27, 2012 2:19 pm

To take a tax loss on a fund this year does the sale have to happen thisy year by sale date or is it after 3 days on settlement?
tonys
 
Posts: 5
Joined: Sun Jul 10, 2011 3:49 pm

Re: Tax Loss Sale?

Postby livesoft » Thu Dec 27, 2012 4:09 pm

Not on settlement, but on trade date.
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
livesoft
 
Posts: 33332
Joined: Thu Mar 01, 2007 9:00 pm


Return to Investing - Help with Personal Investments

Who is online

Users browsing this forum: FAST Enterprise [Crawler], seeshells and 24 guests