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money [2020/02/04 08:37]
admin
money [2020/03/15 20:09] (current)
admin
Line 1115: Line 1115:
  
 ==== Tax loss harvesting ==== ==== Tax loss harvesting ====
 +Could do it during Coronavirus,​ but for some reason emotionally don't want to deal with it. 
 +
 +== Implementation in M1 ==
 +  * Adjust asset allocation from VOO/VO/VB to VTI so that losses equal 3K.
 +  * Force rebalance for that amount
 +  * Increase allocation of VTI so that future contributions (30 days worth) will go into VTI and not the ones sold (wash sale)
 +
 +
 Still don't quite feel comfortable. Lots of rules here: https://​www.bogleheads.org/​wiki/​Tax_loss_harvesting#​Fine_points_about_tax_loss_harvesting Still don't quite feel comfortable. Lots of rules here: https://​www.bogleheads.org/​wiki/​Tax_loss_harvesting#​Fine_points_about_tax_loss_harvesting
   * Don't want automatic reinvesting   * Don't want automatic reinvesting
money.txt · Last modified: 2020/03/15 20:09 by admin