Category: Capital Gains & Losses

Wash Sale Rules – Don’t get tripped up by a wash sale

Are you eyeing your portfolio with year-end investment loss harvesting in mind? Before you place those sell orders, take a moment to review the “wash sale” rules. A wash sale occurs when you sell a stock, bond, or mutual fund

Capital gains and losses: New twists for 2012

The end of the year is the traditional time for securities investors to "harvest" capital losses for federal income tax purposes. But there's an added wrinkle in 2012…