RealAustinNative OP t1_j2amv6h wrote on December 30, 2022 at 9:17 PM Reply to comment by wild_b_cat in Downsides to tax loss harvesting? by RealAustinNative That’s a good point! I’m solidly mid career and not sure I will have the extra money for the IRA in 2023 if I don’t get it from the brokerage, so I guess my only concern here is the wash sale. Permalink Parent 1
RealAustinNative OP t1_j2amk6o wrote on December 30, 2022 at 9:15 PM Reply to comment by DeluxeXL in Downsides to tax loss harvesting? by RealAustinNative This would be identical holdings (VTSAX) in the old and new account for this money. If I wait 30 days do I avoid a wash sale? Permalink Parent 1
RealAustinNative OP t1_j2amdkc wrote on December 30, 2022 at 9:13 PM Reply to comment by BouncyEgg in Downsides to tax loss harvesting? by RealAustinNative I didn’t realize this applied if you were re-purchasing similar funds in a different type of account. Permalink Parent 1
Downsides to tax loss harvesting? Submitted by RealAustinNative t3_zz8vq6 on December 30, 2022 at 7:18 PM in personalfinance 25 comments 0
RealAustinNative OP t1_j2amv6h wrote
Reply to comment by wild_b_cat in Downsides to tax loss harvesting? by RealAustinNative
That’s a good point! I’m solidly mid career and not sure I will have the extra money for the IRA in 2023 if I don’t get it from the brokerage, so I guess my only concern here is the wash sale.