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Wash sale rules don't apply when stock is sold at a profit. [4] A related term, tax-loss harvesting is "selling an investment at a loss with the intention of ultimately repurchasing the same investment after the IRS's 30 day window on wash sales has expired".
The wash-sale rule applies to both you and a spouse as if you were a unit. For example, you may not claim a loss while your spouse re-buys the asset within the 30-day window. This rule also ...
Continue reading ->The post What Investors Should Know About the Wash-Sale Rule appeared first on SmartAsset Blog. When an investment underperforms, tax-loss harvesting is a way to offset the tax ...
Don’t Trigger the Wash Rule. To deter investors from selling their losing securities just to claim a quick tax deduction, the wash rule prevents investors from buying a substantially identical ...
Clean hands, sometimes called the clean hands doctrine, unclean hands doctrine, or dirty hands doctrine, [1] is an equitable defense in which the defendant argues that the plaintiff is not entitled to obtain an equitable remedy because the plaintiff is acting unethically or has acted in bad faith with respect to the subject of the complaint—that is, with "unclean hands".
A stable value fund is a type of investment available in 401(k) plans and other defined contribution plans as well as some 529 or tuition assistance plans. [1] Stable value funds are often made available in these plans under a name that intends to describe the nature of the fund (such as capital preservation fund, fixed-interest fund, capital accumulation fund, principal protection fund ...
While tax-loss harvesting can help investors save money, Benz said investors should consult a financial adviser and be mindful of the "wash rule" when selling their securities.
Regulation National Market System (or Reg NMS) is a 2005 US financial regulation promulgated and described by the Securities and Exchange Commission (SEC) as "a series of initiatives designed to modernize and strengthen the National Market System for equity securities".