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Investing - Theory, News & General • brokerage trade with tax sheltered trades

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I'm trying to control income to get ACA subsidy. In my brokerage account can I use specID when selling VTI to have a minimum gain or loss, at the same time buy the same $'s in VTSAX in my IRA account (selling bonds in IRA, I don't want to be out of the market). This would only be done if I needed some emergency funds. I wouldn't want the transaction to generate income that would effect ACA subsidy.

I hope this is clear enough.

Thank you for any help

Statistics: Posted by windpig — Fri Sep 13, 2024 1:25 pm — Replies 4 — Views 117



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