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Help avoiding a wash sale between Roth IRA and taxable brokerage account

  • Reddit Personal Finance
  • 01-05
  • 651
  • 0

Help avoiding a wash sale between Roth IRA and taxable brokerage account Hi! I have a portfolio of 10 different ETFs, with many of the same ETFs held in both a taxable brokerage account and a Roth IRA. I’m planning to reallocate the equities portion of my Roth IRA to 100% VT, but I’d like to leave my taxable brokerage account as-is for now to avoid realizing any capital gains (the overall exposure is similar enough t...

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  • avoiding
  • brokerage

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