Materials referenced in the podcast

• IRS Publication 550: Investment income and expenses.

• Rowling, S. Wash sale challenge: What is substantially identical? Morningstar. 30 June 2021.

• Braham, L. Tax strategies for ETF investors. Barron's. 3 December 2016.

• Wealthfront tax loss harvesting. Wealthfront.

• Davis, P. An empirical evaluation of tax-loss harvesting alpha (Summary). Financial Analysts Journal. 30 June 2020.

Additional readings and resources

• How to cut investment taxes. Fidelity. 28 October 2021.

• Baldridge, R. and J. Schmidt. Can tax loss harvesting improve your investing returns? Forbes Advisor. 25 March 2021.

• Yochim, D. and T. Orem. Tax loss harvesting: Turn your investment losses into tax breaks. Nerdwallet. 8 December 2021.