Wash and Learn: A Podcast on Wash Sales

What are wash sales? 

A wash sale results when an investor sells a security at a loss, then either buys it or a remarkably similar security within 30 days (either before or after the sale). Basically, the IRS put this rule in place to prevent investors from using the loss as a tax deduction while maintaining their investment. 

Listen up

Now, it's time to kick back, relax, and listen to Jerry Mee, CFP®, CRC®, and BIF instructor, tell you what you need to know about wash sales in this episode of the BIF Bites Podcast, including: 

  • More about what wash sales are
  • How they came to be
  • How to avoid them 
  • What to do if you have a wash sale

The BIF Bites podcast covers topics that are important to those seeking CFP® certification, existing CFP® professionals, and anyone that wants to better understand the financial services industry in general. 

Subscribe and Listen on Mobile
Apple Podcasts | Spotify

 

BIF BITES

Don't Miss Our New BIF Resources & Podcasts

Get notified about our latest BIF Bites podcast, new blog posts, and more.

Fill out this form and you’re good to go!