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Maximum Gain Amount Setting

This setting allows you to control the maximum amount of gains you want to allow—including short- and long-term gains—when you rebalance the account.

When you enter a value, Tamarac Trading limits the taxable gains in the account to that value. If you don't want to place a ceiling on gains, or if the account is not taxable, select the No Limit option.

The Maximum Gain Amount setting is ignored when using cash substitutes.

For more information on this and other available tax loss harvesting features in Tamarac Trading, see Tax Loss Harvesting and Tax Management Strategies.