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Tax Exchanges and 352 stock ideas from Merrill Lynch
Merrill Lynch urges stockholders to act before year end to establish losses and use tax exchanges. The notice outlines 352 matched buy and sell ideas and 104 stocks to consider selling for tax purposes, plus techniques like doubling up and selling short against the box to defer gains. It warns that 1969 changes won’t affect current savings but may affect future years and invites readers to obtain the Tax Kit and list by clipping the coupon.
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Merrill Lynch
Merrill Lynch Research