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dmertz-

 

Yes, that was the idea - particularly if you had 500 shares of something like Apple or Nvidia - sell 100 to reset the basis and keep doing that every year, depending on your tax situation - and I was particularly thinking of the 0% LTCG tax rate when I suggested this.  Really a good deal if the other income works out to support that strategy - and it even works at the 15% level as you have noted, just much less so.

 

ron in shawnee