Be aware of the wash sale rule enforced by the IRS. The rule is important for investors reassessing their market positions and looking to sell and repurchase declining stocks to offset losses.

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It postpones the tax advantages of a capital loss to a future time, whereas ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Dennis Madamba Rule 72(t) allows penalty-free withdrawals from individual ...

Some investors seeking to achieve the maximum level of tax efficiency have found the IRS wash sale rule problematic. It postpones the tax advantages of a capital loss to a future time, whereas ...