“Sell an investment… realize that loss… up to $3,000 of that excess can offset ordinary income… wash sale rule… 61-day window”
AK
Amanda Kish
Motley Fool Hidden Gems Investing ·
“Look for a similar but not identical fund to swap into temporarily”
Amanda Kish · Motley Fool Hidden Gems Investing · Act Now to Lower Taxes for 2026
Play from 5:23
5:23
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
When swapping after a loss, buy a similar but not identical fund (different provider or ticker) to stay invested while complying with wash-sale rule
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
“We call it… stay invested, stay diversified, stay disciplined… we set up the rules now before we get into the action on the market.”
OA
Omar Aguilar
Masters in Business ·
“I wouldn't use the funds to buy investment properties. I'd be using the funds to reduce my owner-occupied debt and then leveraging to buy investment properties.”
♫
Said on this is property
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.