Tax Loss Sale?

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Tax Loss Sale?

Postby tonys » Thu Dec 27, 2012 1:19 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?
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Re: Tax Loss Sale?

Postby livesoft » Thu Dec 27, 2012 3:09 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.
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