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Personal Investments • Help with portfolio after financial advisor

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Thank you so much for the detailed and thoughtful reply! Just to clarify, AGTHX and AIVSX both have ~80K capital gains each along with the ANWPX at ~25k. To be more precise they are 92k, 76k, and 27k respectively for a total of 195k :/

These are all very good insights regarding the difficulties with the wash sales.

When realizing capital gains, I imagine that I would contact my CPA and arrange to pre-pay taxes to the IRS based on an estimate of what has been realized to avoid a penalty close to filing time?

Statistics: Posted by FinanceAnonAcct — Sat Sep 21, 2024 4:14 am — Replies 6 — Views 808



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