Ep. 5 | Capital Loss Harvesting

Is it really as direct as it sounds? Are you familiar with the little-known Wash Sale Rule?

We’re creeping up on the end of the year and there is still limited time to execute this strategy. Of course, it’s important to be aware of when it makes sense and what limitations may be present in your situation.

IRS 2021 Publication 550 (REF: page 56)

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