Category
Capital Gains & Investing
Short vs long term gains, wash-sale rules, and brokerage 1099s.
Capital Gains & Investing
Capital Gains Tax in the US, Explained
How short-term and long-term capital gains are taxed in the US, the 0% / 15% / 20% LTCG brackets, wash sales, and basic tax-loss harvesting.
Capital Gains & InvestingThe Wash-Sale Rule: A Deep Dive for Active Investors
How the wash-sale rule works, what counts as 'substantially identical', how it applies across accounts including IRAs, and how to harvest losses safely.
Capital Gains & InvestingTax-Loss Harvesting: A Practical Guide
How tax-loss harvesting actually works, the $3,000 ordinary income offset, when it makes sense, and the rules to follow to avoid wasting the loss.