Article Date:
November 2023

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2023 Last-Minute Year-End Tax Strategies for Your Stock Portfolio

Here’s the basic idea behind our tax-savings strategies for your portfolio:



Avoid the high taxes (up to 40.8 percent) on short-term capital gains and ordinary income.


Lower the taxes to zero—or if you can’t do that, lower them to 23.8 percent or less by making the profits subject to long-term capital gains taxes.


Think of this: you are paying taxes at a 71.4 percent higher rate when you pay at 40.8 percent rather than the tax-favored 23.8 percent.


If you can avoid that higher rate with some easy adjustments in your stock portfolio, doesn’t it make sense to do that now? ... Log in to view full article.

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