Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician (CMT). Eric's career includes extensive work in both public and corporate accounting ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It ...

When you are buying and selling stocks throughout the year, one issue you need to consider is a wash-sale. The wash-sale rule refers to selling an investment you held at a loss and then buying it back ...

You can’t deduct a loss from the sale of stock or other securities if you acquire substantially identical stock or securities within 30 days before or 30 days after the sale. Whether stock or ...

Harvesting market losses is a great way to lower your tax bill. But don’t violate this key rule Selling losing investments to offset capital gains can be a great way to lower your tax bill. But be ...

At the beginning of this series, I mentioned briefly that taxpayers can use tax-loss harvesting approaches in tandem with a number of investment strategies, which we will go into in more detail in ...

If you’re an active trader or investor in the stock market, it’s important to be aware of wash sales. In short, a wash sale occurs when you sell a security at a loss and then buy the same or ...

Are you bullish about the stock markets in 2023? If so, you may be looking at year-end strategies to prepare for brighter investing horizons. For example, after the stock market declines of 2022, you ...

Despite noteworthy gains in the U.S. labor market, 2022 has been fraught with economic uncertainty. Everything from high inflation to steep stock market declines, including recent lows for the S&P 500 ...