[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 accounts. - The requirements for a dividend to be considered 'qualified' and receive preferential tax treatment. - The limitation on deducting passive activity losses only against passive income. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep