“Look for a similar but not identical fund to swap into temporarily”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“Sell an investment… realize that loss… up to $3,000 of that excess can offset ordinary income… wash sale rule… 61-day window”
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
Play from 4:29
4:29
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What was described
Identify taxable-account holdings that are down, sell them to realize losses, then replace with a similar but not substantially identical fund to avoid wash-sale rule
Losses can offset up to $3,000 of ordinary income; 61-day wash-sale window
Said nearby on the same subject
“If you decide to sell an investment… don't buy it back within 30 days of the sale date. Otherwise, the loss is considered a wash sale”
♫
Said on Motley Fool Hidden Gems Investing
“Our strategy is all about buying an established property in a blue chip location, then you be the developer, knock the old house down and then build new. Don't sell them, keep them, but you're the developer, you've got the developer's margin and you control the risk.”
JH
Jack Henderson
Mo Money ·
“...write the steps down or give them visual schedules or give them visual checklists... it is not something they have to hold in their brain, but they have some other tangible thing to help them with that.”
KC
Keri Clark
Speech and Language Kids Podcast ·
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