Hello,
I am planning to adjust my AA in my brokerage and tax-deferred accounts to make my brokerage accounts more tax efficient. To help with that I want to sell positions in BNDX and VBTLX in my brokerage account. I currently have an unrealized loss of about $20,000 in these positions. Do I need to be concerned about wash sales when I sell these and purchase a roughly equal amount in my tax-deferred account? If so, I do I manage this?
Thank you
I am planning to adjust my AA in my brokerage and tax-deferred accounts to make my brokerage accounts more tax efficient. To help with that I want to sell positions in BNDX and VBTLX in my brokerage account. I currently have an unrealized loss of about $20,000 in these positions. Do I need to be concerned about wash sales when I sell these and purchase a roughly equal amount in my tax-deferred account? If so, I do I manage this?
Thank you
Statistics: Posted by YetiPlease — Wed Dec 04, 2024 8:06 am — Replies 9 — Views 219