NOTE:  Any strategic tax loss trades must be executed by 4 PM (EST) on Tuesday, December 31, 2013.

This year I will not be making any such trades for the OTP portfolio. However, individuals may want to check their capital gains for the year and see if any strategic sales may offset the tax liability for 2013. The “Strategic Tax Loss” spreadsheet can be used to see what the benefit of a tax related sale is in terms of share price increase necessary to be equivalent to the tax credit specific to your tax bracket.

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