Most investors think they’re locking in a loss for tax purposes… until they realize they didn’t.
The wash sale rule is one of the most overlooked (and misunderstood) parts of investing—and it can quietly impact your tax strategy if you’re not paying attention.
In this video, I break down:
What a wash sale actually is
How losses can be disallowed (and why it’s temporary, not permanent)
The 30-day window that matters
How to stay invested using a similar but not identical replacement fund
If you’re actively managing your portfolio or doing tax-loss harvesting, this is something you need to understand.
If you have questions about how this applies to your situation, feel free to reach out.
#financialplanning #taxplanning #wealthmanagement
#taxlossharvesting #washsale #olympuswealthstrategies
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