In episode #8 we cover wash sales; this is a continuation of the tax loss harvesting conversation in the last Whiteboard episode. As I did prior to episode #7, I’m going to recommend consulting your financial advisor and/or tax professional if you are worried you may violate the wash sale rule. We’re dealing with taxes and important details with tax loss harvesting and wash sales, so it’s best to consult professionals.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.