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FeMike

01/05/26 2:09 PM

#807097 RE: skitahoe #807085

Mani, if they sold for a tax loss, they need to wait 31 days before rebuying to do it properly.



A lot of people sell in November for this reason, so it could be both still.
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jesster64

01/05/26 2:42 PM

#807114 RE: skitahoe #807085

Unless they transfer to Roth, Then I think you can re-buy without penalty since it should be a separate account. But I'm not a finance expert.