I have some stock that I have some gains on. Most years I'm in the 25% bracket. This year I might stay under the 10% level. What I'm wondering is if I'd benefit from taking the gains say on Dec 31st (just in case unexpecected earnings). that should let me get special tax treatment on the gains. Around
5-6k. If I really want the stock back and don't mind missing out on any potential rally's I could buy it back and I wouldn't mind having to wait the washsale period if it even matters in this case. Off Topic I have around 200k in a Traditional IRA, no anticipated pensions, and I'm 55. Would it make sense to roll a few bucks into a roth If I can stay under 15% on the fed side? - thanks!- posted
12 years ago