Today we get into the weeds of tax loss harvesting. With the current state of the market it looks like there are a lot of out there who have decided to tax loss harvest. Today we answer your questions about the wash sale rule as well as discuss if adding some complexity to your portfolio could create more opportunity to tax loss harvest. We also tackle some questions about taxes, the ROBS program and how to minimize your taxes as a 1099 employee.
This podcast is sponsored by Bob Bhayani at https://drdisabilityquotes.com. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://drdisabilityquotes.com today by email info@drdisabilityquotes.com or by calling (973) 771-9100.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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