Investment Strategies
Free CFP Exam lesson in Investment Planning. 15 min read, ~2,225 words.
Wash sale rule: 30 days before + sale day + 30 after = 61-day window, across ALL accounts including IRAs. IRA wash sale permanently disallows the loss, not deferred, destroyed. Covered call max profit = (strike - cost) + premium. Never forget the premium. Municipal bonds go in taxable accounts...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Key Takeaways
- Exam Shortcuts
Learning objectives
- D.34
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