Selling Losing Investments (Year-End Tax Moves)

If some of your stocks, bonds, or mutual funds are losing money, consider selling some or all of your holdings. You can lower your capital gains tax, or possibly generate a net capital loss to offset your other income. You should only sell a losing investment if you don't plan to take a new position in the same investment within the next 30 days to avoid the Wash Sale Rule.

• When to Sell a Stock
• 7 Keys to Successful Investing
• Calculating Capital Gains on Mutual Fund Shares
• Capital Gains Tax Rates