Are you investing tax efficiently using strategies like tax-loss harvesting, tax gain harvesting, and other capital gain minimization strategies? Are you correctly avoiding IRS wash sale penalties? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

What is a wash sale?

It is an IRS rule that disallows you to take a beneficial tax loss within your taxable account that could either offset income or other capital gains.

Breaking wash sale rules and incurring penalties is quite common for many investors because these rules are largely unknown and have quite a few grey areas.

In this video today we are going to breakdown explain what wash sale rules are and how you can use certain tax hacks to avoid breaking these rules.

This is especially important to understand right now when tax loss harvesting opportunities are especially abundant.

0:00 Introducing Wash Sale Rules
0:50 What is tax loss harvesting?
2:52 The Tax Alpha of Tax Loss Harvesting
3:09 Wash Sale Rules Explained
4:28 Wash Sale Time Restrictions
5:12 4 Indirect Ways to Break Wash Sale Rules
6:36 What is a substantially similar security?
8:03 Tax Hacks to Avoid Wash Sales
10:21 Wash Sale Avoidance Examples

#TaxLossHarvesting #WashSale #TaxEfficientInvesting

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