October 2022 – Never make investment decisions based solely on tax implications, and deciding what to sell for tax-loss selling is no different. Even good equities fall in a broad market dip and the last thing you want to do is dump an equity holding that is poised to take off. That’s why it’s important to get advice and formulate a strategy well before the end of the year to help separate the sleeping giants from the dogs. Be aware of the Superficial loss rule too.
tax loss selling
by Heidi Pullem | Mar 14, 2023 | Tips