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Lesson 8
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Resource
TLH simulator.
Benefit + wash sale check.
Situation
Losses harvest-able
Gains realized
Marginal
LTCG rate
Filing
Single
MFJ
DRIP on?
No
Yes
Rebuy strategy
Similar-different
Same fund
Wait 31+ days
Benefit
$0
Total.
Breakdown
Losses harvested
$0
Gain offset
$0
Wage offset
$0
Year-1 savings
$0
Carryforward
$0
Future savings
$0
✓ Safe