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Tips for Tax Smart Trading
    Additional Help
    Be aware of your holding periods
    Do you have holdings with large unrealized losses?
    Do you have net realized gains and unrealized losses?
    Do you have net realized losses greater than $3,000 with unrealized gains?
    Do you have unrealized losses in your portfolio, but no realized activity?
    Filing Tips
    Know the wash sale rule
    Sell Partial Positions using Specific ID
    Time Value of Money
    When to use Tax Smart Trading Strategies
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