facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Listen to Our Podcast

The Wash-Sale Rule Thumbnail

The Wash-Sale Rule

It's always a great feeling when you are able to find ways to pay less tax. Using portfolio losses to offset portfolio gains is a great example. However, beware of the Wash Sale rule. It's an IRS rule that could come back to bite you during tax time.

Read More
Schedule an Introductory Call