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Re: OldAIMGuy post# 9826

Saturday, 09/27/2003 7:02:31 AM

Saturday, September 27, 2003 7:02:31 AM

Post# of 48379
Hi Tom, regarding Taxes and "Short against the box"

Not knowing this strategy I did a google search. Here's one of many results

http://invest-faq.com/articles/trade-short-box.html

that references changes in the tax law in 1997 that seem to have made this strategy somewhat null and void, or at least that's what many articles reference. I did find one related to investing in distressed companies (bankruptcies, etc) that implies that the rules in 97 about equities don't apply to bonds, but who knows.

Anyway, do you have a strategy that avoids the tax rules mentioned in the link?

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