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Personal Finance (Not Investing) • What are your "hidden" tax tips?

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I've learned to value realized capital losses highly.
Box spreads and futures are useful in certain tax situations. Either long or short.
Using cheap debt instead of selling a highly appreciated asset.
After-tax 401k contributions/mega backdoor Roth is underused in my opinion.
Tax free rebates from credit card bonuses.
Tax free bonuses from brokerages when counted as IRA earnings.

Statistics: Posted by whodidntante — Sun Mar 24, 2024 10:58 am — Replies 31 — Views 1650



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