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Message
re: Avoiding capital gains taxes when reallocating portfolio
Posted on 7/9/14 at 9:58 am to Ole War Skule
Posted on 7/9/14 at 9:58 am to Ole War Skule
I've never heard of a like kind exchange for a stock portfolio.
Each stock purchase and sale is a seperate economic event. When you sell an appreciated stock, you made money on it, actual cash money, and you have to pay the taxes on that.
Do you have any loss posistions you can sell in the same year?
Each stock purchase and sale is a seperate economic event. When you sell an appreciated stock, you made money on it, actual cash money, and you have to pay the taxes on that.
Do you have any loss posistions you can sell in the same year?
1
Posted on 7/9/14 at 10:16 am to LSUFanHouston
quote:
a portfolio's true value is something less than the bottom line on the quarterly statement.
so true, but hard to remember...and that value can change from year to year based on changes in tax policy or one's income
quote:
I've never heard of a like kind exchange for a stock portfolio.
neither have I, which is why I can't figure out what the Forbes guy is talking about...he mentions some 'services' that can do the exchange, but isn't more specific
quote:
Do you have any loss posistions you can sell in the same year?
nope, all positions in my taxable account have gains
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