
Ask Paula: How Do I Make Sure I Don't Spend the Money I've Invested?
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Can M One Finance Do Tax Loss Harvesting?
If you bought a single investment and you only made one trade, you can still do tax lost harvesting by just selling that. Make sure you put into something different for at least 30 days to void what's called a wash sale rule. It does get more complicated if you have been dollar cost averaging in and your part up and part down. If you're using their pie approach and continually adjusting the pie, which is what m one does very differently the of other brokers do, there is a cost benefit analysis.
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