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Personal Investments • Any reason to track Lots in Tax advantaged accounts?

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I track them for selective sells of lots into market strength - I call it gain harvesting.
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Tax gain harvesting in a tax advantaged account? Please elaborate.
He said "gain harvesting", not tax gain harvesting. Some people might call that rebalancing.
Rebalancing in tax advantaged account does not require "selective sells of lots".
I venture to guess that this is just an idiosyncrasy of this particular poster. I'm not sure why he would need to track individual lots, but I do think this has more to do with rebalancing the portfolio than anything else. He can correct me if I'm wrong.
You got it, Money_Badger.

Statistics: Posted by Explorer — Tue Jan 09, 2024 8:26 pm — Replies 15 — Views 820



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