I have a tax loss harvesting question. I am looking to move this investment into a simple simple single index fund, which is in line with my financial plan. This account lists approximately $138,000 in gains, including appreciation and dividends. All of these gains are long term gains as I have made no contributions over the last two years. How do I actually report the tax loss harvesting on my tax return on the year that I sell my holdings? Thanks again.
Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link: https://www.whitecoatinvestor.com/secure-act-2-0/
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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