Episode 179: Mailbag: When Can I Offset Gains with Losses?

Following some of our recent podcast topics, David answers a few questions from listeners wanting to get more information. Then, David shares his thoughts on untrustworthy advisors and what to do to avoid them.

 

What we discuss on this episode:

0:41 - David loves listener questions.

1:13 - Mailbag: What is the IRS requirement about the wash sale rule?

4:36 - Mailbag: When can I offset gains with losses?

14:03 - What does David think of advisors that take advantage of clients?

 

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