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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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  • From review of some of my mutual fund companies published estimated capital gain distribution amounts for this year it appears distribution amounts are estimated to be ahead of recent years. With this, I am anticipating a larger tax bill this year.

    Skeeter
  • It is a good idea to harvest "lost" now if one anticipates large capital gain.
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