3 Tax-Loss Harvesting Rules to Follow

Save
3 years ago
16

The way the markets are going this year, tax-loss harvesting may be a strategy you want to implement. Here are 3 rules you must know before you do tax-loss harvesting.

Have a question for the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Plannerâ„¢? Visit https://www.korhorn.com/ or call 574-247-5898.

Find more information about the Wise Money Showâ„¢ at https://www.korhorn.com/wise-money-show

LINKS: https://www.fidelity.com/learning-center/personal-finance/wash-sales-rules-tax
https://www.morningstar.com/articles/1045354/wash-sale-challenge-what-is-substantially-identical
https://www.investopedia.com/terms/s/substantiallyidenticalsecurity.asp

Be sure to stay up to date by following us!
Facebook - https://www.facebook.com/WiseMoneyShow ​
Instagram - https://www.instagram.com/wisemoneyshow/ 
Twitter - https://twitter.com/WiseMoneyShow ​

Want more Wise Moneyâ„¢?
Read our blog! https://www.korhorn.com/wise-money-blog ​
Listen on Podcast: https://link.chtbl.com/WiseMoney ​
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Loading comments...