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  5. VFV: I am looking to sell $100,000 in VFV (it is up ~70%) in a NR account to pay off debt. [Vanguard S&P 500 Index ETF]

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Q: I am looking to sell $100,000 in VFV (it is up ~70%) in a NR account to pay off debt. My income this year is $250K and I have already have ~$40K in capital gains this year. Does it make sense to sell it now or wait until January 1st to defer capital gains tax?
Asked by Matt on December 03, 2024
5i Research Answer:
In the situation as described, waiting four weeks will cost a bit more in interest on the debt,...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.

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