[Series 65] 51, Tax-Advantaged Investment Strategies
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to calculate the taxable equivalent yield of a municipal bond to compare it to a taxable bond. - The rules of tax-loss harvesting, including the 61-day wash sale rule window. - The strategy of asset location for placing investments in the most tax-efficient…
The skinny
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