Would like to tax loss harvest a tax exempt intermediate term bond fund (VWIUX) and seeking a comparable option to avoid a wash sale. Does VTEAX work?

like
Posting as :
works at
You are currently posting as works at

I would think they are different enough for tax loss harvesting. There is no real guidance on the issue from the IRS though

Thanks! I turned off auto investing off a few weeks ago. Is it all right to exchange all shares then?

I think you should be fine.

I would think intermediate vs a total tax exempt would be different enough.

Related Posts

Speculation as to what an average MD makes all-in in an average year at a BB?

like

3yr+ experience in procurement and actively looking for broader supply chain roles. However always got rejected because I don’t have supply chain experience. Any advice or suggestions?

like

Hi,
I'm 25 Indian male and have savings of 10lakhs, please suggest what best I can do with the amount.

like

Any VPs/experienced associates in this group who have helped their clients market, and even monetize, tax basis step up’s on transaction? If so, how do you value the attributes (do you take a rough swig or use a tax advisor to create the model)?

Can anyone give me Azure DevOps small task or project so I can do practice as new in DevOps

like

Is their any criteria to get promotion in PwC in tech
If it’s been one year with the organisation will they promote ?? And what are the cycles of promotion in pwc indiA PwC India PwC Deloitte KPMG Tata Consultancy EY
Also does promotion depends on having a repo with manager or will hard work be enough :)Accenture India

like

Have about 70k Amex points. What's the best way to utilize these points? I'm not so knowledgeable on the whole transferring points thing. TIA

like

sitting at my desk wiping tears I can’t control. overwhelmed with the constant racist bias I have to deal with here, day in day out. am. so. done.

like

Did anyone recently joined Mindtree for noida location?
Have they started calling office or still employees are doing work from home?
Will they deliver laptop at home post joining?

like

In IT only few people (developer/engineers) reach to the top of the hierarchy after getting experience of 20-30 years. Where do the other remaining once who didn't reach the higher rankings go?🤔

like

I feel like rushing my career in Data science. The market is moving very quickly. I have this urge to jump to new adventures seeking more interesting challenges and trying to be always up to date.

Currently have 5 YOE in DS consulting

I need partners all over the world for any deal that can give us financial freedom. Thou my question is there some kind of free funds online. I need more knowledge on IPIP, SBLC, 2D gateways and MT709

like

Boyfriend is visting fam. Trying not to get frustrated but he takes a whole day to answer texts

Hello Everyone,
I wanted to know how important is SAP certification considered in IT industry. I'm a functional consultant with 1.5yoe and without SAP global certification. Can anyone please guide me how important it is to get certified ( benifits) and if it is so important how can I get one ( procedure, cost and preparation for exam)
Thank you.

like

Did they announced something important in this AC all hands ??

funnylike

I’m on leave (16 weeks) but my wife just quit her job and doesn’t plan on working anymore. I think I have to go back to work. Depressed because I don’t want to sacrifice this time with my child...

Are there any nice day spas in/around the city? I can’t seem to find any

like

Hello Fish, in CT - do we need to crack client interview to get project??

Would anyone know of any companies actively recruiting for remote positions with a soon-ish start date?

I'm nearing my 5th month of being laid off and haven't had any luck after the 100+ applications I've submitted.

Panic is starting to set in as I'll no longer be able to financially support myself in the very near future :(

Does it matter what type of community service I do? I’ve been doing a completely different type of volunteer work that relates to neither what I do now or what I want to do post MBA.

like

Additional Posts in Personal Investment Chatter

Looking for some advice/suggestions here. 24 years old, TC is now 110k. I have 40k cash savings. $6,500 in my 401k and $6,400 in Roth IRA. Just was promoted and wondering if that’s too much cash to hold onto AND if contributing to a Roth makes sense. I contribute 7% with 100% match and 10% profit sharing at the end of the year to the 401k. Contributing $550 a month to the Roth. Would appreciate any ideas as I know it’s a good spot but just wanted to see if it’s the smartest approach.

like

Anyone have a financial advisor you’d recommend?

like

Would you invest into pre-tax or Roth during these times? And why? I was considering Roth

like

So let's say spy drops another 15-20% but anyway it will come back to those levels may be in a year or so. Why everyone is so anxious about drops. Granted valuations are outrageous and unsustainable but 5 trillion free money won't go back to feds like that. Also retail participation had gone so even retail is small they will try to buy dip wherever possible. Given all this background why do anyone have to worry about drops.

like

Does anyone here have multiple BoA cash rewards credit cards to maximize the 5.25% cash back with platinum preferred rewards status?

like

What should be the first preference- Megabackdoor Roth IRA or individual brokerage?

like

For those who are well educated/perform well in the stock market — what resources do you suggest for someone new?

Looking for something more than “index funds” as Ive gotten that advice already?

like

My SO and I have around 95k total (excluding rainy day fund, retirement fund, etc) and want to buy a condo in Chicago in 6-12 months.
1. Knowing direction of economy, interest rates - that doesn’t seem like too crazy of a move right?
2. Should we plan to use around 90% if that money for down payment? Rest for furniture, broker fees, etc?

like

I’m 23 and live with a roommate in a major city. Do I need any more than 6-month’s living expenses in my savings? I’m planning to put the rest into low cost ETFs

like

Most of my money is in the market (fairly diversified) and about 5% in crypto. How should I further diversify my investments? I’m thinking about buying a place. Any other recommendations?

like

Can someone explain how a megabackdoor roth works?

like

Which brokerage account should I open? I want to buy an individual stock. I want an easy user interface and low fees because I plan to buy and hold. Recommendations and rationale please

like

Thoughts on rolling over a previous employers 401(k) to another vs a Roth IRA. I'm not sure of the costs and tax implications of doing a Roth conversion so plan to seek guidance from an accountant. But wanted to get some advice from people more knowledgeable then myself. Thanks.

like

What have people’s experience been with Ellevest? Is it worth it?

like

Does anyone know what’s happening to APHA after hours?

like

Does anyone have any tips/ advice to give a beginner for recognizing a loss? I made a bad call on my part and I can’t shake this feeling of guilt. It wasn’t a huge loss but it is definitely a blow to my confidence

like

Do you include your significant others net worth when calculating your own?

funnylike

Reaching out to this savvy group.. any tips for leasing a car? Interested in a Volvo and the monthly price quoted at dealership was nearly 2x what was listed on their website. (Cont)

like

Thoughts on roboadvisor (betterment, Wealthfront) vs just investing in S&P500 ETF?

like

Financial advisors worth it? My dad advises me for free financially

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal