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Take Your Gains and Losses on Purpose

14 Oct 2026 · 3d agoBy Ben SprachmanSource: Medium — Tax & Accounting

In December 2024, a mutual fund capital gains distribution I never saw coming pushed my income over an IRMAA threshold. It cost me a… Continue reading on Medium »

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Original credit: Ben Sprachman. This digest is published with acknowledgment to Medium — Tax & Accounting. For the complete analysis, headnotes, and citations, please refer to the source.

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