M One Finance Does Not Allow for Tax Loss Harvesting

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M one finance does not currently allow for any definite tax loss harvesting that's had. They do have some tax benefits to how they put your money in and take out, from what they list on their web site. Im giveer take that i will be saving by automating everything through m one finance. But my hourly rate, this translates to about 13 50 per year. So based on that kind of back of the napkin math, it looks like autumn eating is probably the better way to do it.

#354: Charlie in Cali has enough money saved to pay cash for a house, but she and her husband decided to finance their home, instead. They’d rather invest the money and arbitrage the spread. But one problem: how can they keep themselves from touching this investment?

Jay is choosing between Fidelity and M1 Finance, and has questions about tax loss harvesting.

Nicole and her siblings will be inheriting some properties that they eventually plan to sell. How should they set up or organize these properties among so many owners? Should one person take the lead? Do they need a shared business account? Also, how should they evaluate a property and make sure they get a good deal when they sell?

Ed owns three homes, two of which he plans to sell in the next few years. He plans to live in them long enough to establish residence and take the capital gains exemption when they sell. Is his plan for handling the taxes solid?

We answer these four questions in today’s episode. Enjoy!

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