so I have 20 investments in my brokerage account. I am trying to figure out the optimum sale amount for each stock to maintain a zero tax profile.
assuming I am retired and living on just the brokerage account…so if I have stock a, b and c and they have both appreciated... what amount of a, b and c should I sell this year to not incur capital gains. I’m trying to figure that out. my gains have been fairly substantial (ranging from 20% to 150%) so this has turned into a kind of ratio question.
also this cannot be a unusual thing to deal with.