pshonore wrote:Here's the explanation:
BeaverFood wrote:We plan to add I Bonds and a state muni bond fund (ER .73%) over the coming year and those will be held outside our tax advantaged space.
401(k) [link fixed by admin LadyGeek]thethinker wrote:Thanks pshonore
Is there a wiki link you can share with all these on the same page? Or must I go one by one(if so I can do that on my own)?
island wrote:If planning to sell the entire account and there are shares that were purchased for more than what they can be sold for now, should those shares be tax harvesting and sold first or doesn't matter if selling the whole account?
Biil McNeal wrote:I thought it was only for offshore accounts not assets held in a US bank or brokerage.
Wade_pt wrote:Thank you for your replies.
I'm not a US resident, that's right. I think I got the margin concept. However, if my account is cash (no margin) this doesn't affect me right?
InvestorNewb wrote:Don't let the tax tail wag the investment dog.
mptfan wrote:Do not get into a debate with your financial advisor, because, as Upton Sinclair said.... "it is difficult to get a man to understand something, when his salary depends on him not understanding it."