Selling securities by year end? Avoid the wash sale rule

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Selling securities by year end? Avoid the wash sale rule

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October 22, 2019 , , ,

If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to be aware of the “wash sale” rule.
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Summer: A good time to review your investments

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July 16, 2019 , ,

A good time to review your investments
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the proposal, the purchase price of assets would be adjusted so that no tax is paid on the appreciation due to inflation.
Continue Reading: Summer: A good time to review your investments