17.12. auf w:o: also nach finis de tax loss sell jehts ab wie die letzten (pp) male auch
Zur Erläuterung:
Tax Loss Selling
What is it?
Tax-loss selling is a strategy that investors employ to reduce their tax bill. If you own shares that have dropped in value since you bought them, you can sell the shares and use the capital loss to offset any capital gains you may have. You must first apply the loss against capital gains recorded in the current year. If you still have net losses left over, you can carry them back up to three years or forward indefinitely to offset capital gains in those years. Only losses incurred on non-registered assets qualify, so if a stock has dropped inside your registered retirement savings plan (RRSP), for example, you cant use it for a tax loss.
What should I sell?
Often, the best candidates for tax-loss selling are companies that have run into trouble and are unlikely to recover soon, if ever stocks you would probably be selling anyway. If you believe a stock will rebound, you should think carefully before selling and potentially missing out on the recovery. Generally, its best to consider investment fundamentals first, and tax consequences second. In other words, dont let the tax tail wag the investment dog.
Is there a deadline?
Yes, and it may be sooner than you think. For a loss to count in the current year, the trade has to settle on or before Dec. 31. Because the settlement date is three business days after the trade date, and because Christmas Day and Boxing Day are statutory holidays, the last day for tax-loss selling of Canadian stocks this year is Dec. 24. If you sell after that date, the loss will be recorded for tax purposes in the following year.
Can I sell and then repurchase the same stock?
You have to be careful here. If you sell a stock and repurchase it within 30 days (before or after the sale date), the Canada Revenue Agency considers it a superficial loss and you wont be able to use it to offset capital gains. Furthermore, you cant get around the rule by repurchasing the same stock in a different account such as an RRSP or tax-free savings account (TFSA), or by having your spouse or a corporation controlled by you or your spouse repurchase it. The idea is that you cant claim a tax loss if you, or someone affiliated with you, maintains control of the shares. The simplest solution is to wait 30 days before repurchasing the same stock.
http://www.theglobeandmail.com/globe-investor/...rst/article21834856/
Was will uns dc2k damit sagen ?
1. Anleger verkaufen ihre verlustreichen CCE-Aktien bis zum 24.12. > daher der Kursrutsch
2: Anleger verkaufen andere Verlustbringer
3. Ab Anfang Januar 2015 gibt es eine verstärkte Nachfrage nach CCE bzw. nach einer Frist von > 30 Tagen (ab 1. Februar) können Altaktionäre dann wieder in CCE rein, ohne dass ihnen steuerliche Nachteile erwachsen > es geht up
Warum prognostiziert dc2k, dass kanad. Anleger Anfang Februar wieder in ihren Verlustbringer einsteigen ?
1. Weil das Papier noch billiger geworden ist ?
2. Weil er heute schon exklusiv den JV-Partner kennt ?
3. Weil er immer noch nichts dazu gelernt hat ?
Schon erstaunlich, dass sich dc2k zu einer konkreten Aussage bezüglich CCE hinreissen läßt, ohne sich ein Hintertürchen offen zu lassen wie ein JV bzw. eine 2-stellige, prozentuale Beteiligung eines Kapitalgebers.
Sollte er mit seiner Einschätzung wider Erwarten erneut daneben liegen, darf man auf seine Erklärung gespannt sein ...
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