Tax Loss Harvesting
A listener inquires about selling VTI in a taxable account to fund a Roth IRA while navigating the wash sale rule. Henry explains that the rule follows the individual, not the account, meaning buying the same security in an IRA after selling it in a taxable account within 30 days could trigger the rule. Alternatives include purchasing different index funds to avoid complications, ensuring compliance while still making strategic investment moves.In this clip
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Animal Spirits Podcast
Animal Spirits: Listener Mailbag
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