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Daily Archives: December 11, 2024

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Essential Year End Stock Strategies for Savvy Investors

Blog, Investment Selection, New Year/End of Year, TaxBy Editorial TeamDecember 11, 2024

As the year ends, it’s time to evaluate your stock portfolio and optimize your tax position. Whether it’s offsetting gains with losses, leveraging the 0% capital gains tax rate, or donating appreciated securities, there are many opportunities close the year strong.

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