I don't know how you do this and mantain your privacy, but taking your subscribers through the process of identifying lots when they buy would be a great video. In the past, I've been able to build a PPT deck and blacked out what I needed to black out before sharing with my students.
Excellent post and list of smart, simple tax-saving moves-thank you. All steps are useful; I'd guess that a lot of investors forget that a dividend re-investment would affect the wash rule, for instance. Great reminder to check those settings.
James has shared some incredible financial advice. I urge anyone to share his blog with their friends and family.
Thank you kind sir!
I don't know how you do this and mantain your privacy, but taking your subscribers through the process of identifying lots when they buy would be a great video. In the past, I've been able to build a PPT deck and blacked out what I needed to black out before sharing with my students.
That’s a cool idea. There might be a way to figure out how to redact enough that I can show the mechanics of it. Thanks for the suggestion!
Great post!
Thanks Robert!
Excellent post and list of smart, simple tax-saving moves-thank you. All steps are useful; I'd guess that a lot of investors forget that a dividend re-investment would affect the wash rule, for instance. Great reminder to check those settings.