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You are here: Home / Archives for original issue discount

422 Plus: A TIPS Trade, TIPS Taxes, Wash Sale Update, and Finding Alternative Investment Funds

February 25, 2023 by David Stein · Updated March 28, 2023

In Plus episode 422, we discuss a recent TIPS purchase David made. We review how TIPS are taxed, including what are original issue discounts. We look at examples of tax loss harvesting trades that Schwab Intelligent Portfolios made that they don't believe violate the wash sale rule. Finally, we discuss the challenge for individual investors in finding alternative investment managers in the venture capital and leveraged buyout areas. … [Read more...]

Filed Under: Money Plus Tagged With: alternative investments, OID, original issue discount, tax-loss harvesting, TIPS, wash sales

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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