The Hidden Tax Trap: Avoid Wash Sales & Save Thousands on Investments! скачать в хорошем качестве

The Hidden Tax Trap: Avoid Wash Sales & Save Thousands on Investments!

There’s a tax rule that quietly wipes out investment losses every single year—and most investors don’t realize it until it’s too late. I’m Evan Reynolds, and in this video I break down the Wash Sale Rule in plain English so you can avoid one of the most common (and expensive) investing tax mistakes. If you’re doing any kind of tax loss harvesting, active investing, or portfolio rebalancing, this rule absolutely matters. The wash sale rule was designed to prevent artificial losses, but in practice it catches a lot of everyday investors off guard. One wrong trade can disallow your loss and push your tax bill higher than expected—sometimes by thousands of dollars. In this guide, I’ll show you exactly how wash sales happen, how the IRS looks at “substantially identical” investments, and the simple strategies you can use to stay compliant while protecting your deductions. 📌 What you’ll learn in this video: What the wash sale rule actually is How the 61-day window really works What happens when a loss is disallowed How wash sales apply across multiple accounts and spouses What “substantially identical” means in real-world terms Practical ways to avoid wash sales without sitting in cash 🔗 Helpful resources mentioned: IRS wash sale guidance Investment tracking and tax planning tools If you’re investing in taxable accounts and not paying attention to wash sales, you’re taking an unnecessary risk with your tax strategy. A little awareness goes a long way in keeping more of your money working for you. If this video helped, make sure to like, subscribe, and share it with someone who invests in stocks or ETFs. Drop your questions in the comments—I’m happy to break them down. — Evan Reynolds Tax Planner & Investment Strategy Advisor #WashSaleRule #TaxLossHarvesting #InvestmentTaxes #TaxPlanning #PersonalFinance #WealthBuilding