financialTax Planning
#RI-69c91ca0·4 months ago·
1
“Switched to self-managed 80/20 VTI/VXUS portfolio”
What Actually Happened
Liquidated 15+ fund portfolio, incurred $44k in realized gains, and now considering tax loss harvesting
What I wish I knew
"More about the wash rule and its implications"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider tax implications before making investment decisions"
Regret Index
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.
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