Go-NoGo
Recycles dryer sheets
- Joined
- Oct 24, 2016
- Messages
- 433
Received this from Vanguard today:
https://investor.vanguard.com/investor-resources-education/taxes/cost-basis-minimum-tax
I already have my portfolio setup to sell by specID, - selecting MinTax will take some of the calculation out of the process. Will have to investigate this a little further.
Vanguard is introducing a new cost basis method designed to prioritize tax savings and save you time. Minimum tax (MinTax) automatically selects shares to sell once you put in a sale order. In the majority of cases, it may help minimize the income tax you'll owe.* It's now available for mutual funds, ETFs (exchange-traded funds), and stocks.
https://investor.vanguard.com/investor-resources-education/taxes/cost-basis-minimum-tax
I already have my portfolio setup to sell by specID, - selecting MinTax will take some of the calculation out of the process. Will have to investigate this a little further.