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Whether it's worth waiting for the completion of the acquisition will depend on the size of the potential tax savings. If it's significant, it's worth waiting. If not, it's just dead money which could be better deployed elsewhere.


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Your question is a can of worms. Complex trades like spreads have offsetting positions raise complex tax treatment issues geared toward preventing taxpayers from tax (deducting losses and expenses from the losing side of a complex trade in the current tax year while deferring income on the offsetting winning position until a subsequent tax year). Here's an ...


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Option tax law is contradictory and not well defined so I'll take a pass on the issue of constructive sales. So I'll just comment on the trade. You wrote that it's a hypothetical trade. You made these numbers up for the purpose of discussing the constructive sale? (The premiums aren't realistic). I am avoiding the downside risk through the short call. On ...


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There's a lot of leeway for error with estimated taxes. In general, there's no penalty if you owe less than $1,000 or you pay at least 90% of the tax for the current year or 100% of the tax shown on the return for the prior year, whichever is smaller. Throughout the year, I keep track of my dividends and realized gains so I know where I stand. For most of ...


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It mostly comes down to when you want to be able to use the invested money and whether you're hitting the (relatively low) contribution limits. The tax-advantaged accounts can only be used for retirement unless you want to pay a fortune to the IRS in penalties (which would, of course, defeat the purpose of using a tax-advantaged account, since you'd end up ...


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KG & KGaA taxation in Switzerland Here is the excerpt from https://www.expatica.com/ch/finance/taxes/corporate-tax-in-switzerland-452226/ Corporate tax for sole traders, partnerships and limited partnerships In Switzerland, sole proprietorships, partnerships, and limited partnerships aren’t taxed in the same way as corporations. These kinds of companies ...


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You have certain limit in Roth IRA contribution and it will not be sufficient to manage your retirement, with the Roth IRA growth alone. You have to save and invest as much as possible. There are people who save 70% of their income and invest. For every investment liquidity is a major factor. The invested money should be available to you in case you need it....


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Some thoughts: There's a limit to how much you can put in a tax-advantaged account. Even with mega back-door and other ways to move money around, there's still limits into how much you can contribute There are income limits that reduce or even prevent your ability to use some tax-advantaged accounts Retirement accounts are designed for retirement. If you ...


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Another countries with tax advantaged accounts are: Sweden: ISK (Investingsparkskonto = Investment Savings Account) France: PEA (Plan d'Epargne en Action or shared savings plan) In addition to those, some countries in the EU have low or no Capital Gains Tax. Belgium has only a financial transaction tax and the Netherlands calculates them in a way that keeps ...


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You may have a look on Polish IKE & IKZE schemes. The disadvantage for you, as a foreigner, is that you can only benefit of them when you are a subject of Polish Personal Income Tax and that they are capped. Not sure however if you need to be tax resident in Poland or withholding tax as per double taxation avoidance treaty would do.


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