The Investor Coaching Show with Paul Winkler
Business:Investing
Paul, Evan, and Ira talk about why making changes to your investment at the end of the year requires planning and is complex. Today they cover dividend payments, the wash rule, and how different tax brackets are affected by making changes late in the year. Paul treads lightly, informing investors of the risks and benefits, and encourages investors not to try to market time at the end of the year.
Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.
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