Dealing with Capital Gains at Year End

Brought to you by Corey Keltner

On December 12, 2019

Non-qualified accounts can be a frustrating experience for clients trying to invest and defer taxes. In this video we will discuss some ways to think about long term capital gains at year end.

We will discuss:

  • Why you would decide to take long term capital gains
  • Actively managed mutual fund issues
  • Loss Harvesting and Wash Sale Rule


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