Archive for November 2018

Watch Out for the Wash Sale Rule When Harvesting Losses

With the end of the year upon us, many investors are looking for opportunities to reduce tax liabilities by harvesting losses. As you’re considering selling assets, however, one important regulation to keep in mind is the Wash Sale Rule, in which the IRS can disallow a tax deduction for a security. A wash sale occurs…

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Leading With Gratitude

“Reflect upon your present blessings, of which every man has plenty; not on your past misfortunes, of which all men have some.” ~Charles Dickens Americans talk a lot about thankfulness this time of year. The holidays tend to bring out a “count your blessings” state of mind for many of us. We are grateful for…

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All Eyes On … Ben Sullivan!

Name: Ben Sullivan Title: Advisor Model Analyst   How long have you been with AE Wealth Management? 18 months   What made you decide to join AEWM?  Their heavy involvement in the community and their investment in the growth of their employees’ careers.   Tell me about your role, department and what they do?  I work…

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6 Things to Know About Harvesting Capital Losses

As we head into the last eight weeks of the calendar year, most advisors are starting to check boxes on their end-of-year client task list. There are certain items that need to be completed by December 31 to avoid tax penalties, including taking required minimum distributions (RMDs), completing Roth IRA conversions and more. One of…

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