Hi all,
Question for the experts since I am a novice. I am considering starting a taxable account with Betterment. I also have my retirement accounts 401k, Roth etc with fidelity and plan to keep separate from Betterment.
Since Betterment provide tax loss harvesting with their funds usually vanguard funds. Would i be ok if I make sure that my Fidelty account stays away from vanguard funds to not violate and IRS wash rules.
Thanks so much
Question for the experts since I am a novice. I am considering starting a taxable account with Betterment. I also have my retirement accounts 401k, Roth etc with fidelity and plan to keep separate from Betterment.
Since Betterment provide tax loss harvesting with their funds usually vanguard funds. Would i be ok if I make sure that my Fidelty account stays away from vanguard funds to not violate and IRS wash rules.
Thanks so much
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