Tax Alpha Insider

Tax Alpha Insider

Worse than the wash sale rule? Betterment's head of investing weighs in.

Tax-loss harvesting municipal bond ETFs within 6 months could mean some losses are permanently disallowed

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Brent Sullivan and Elie Rozner
Aug 10, 2025
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Elie Rozner and I teamed up on this piece. This article is for general education. Not advice. Not a recommendation to buy or sell any security or adopt any investment strategy. Consult an adviser about your specific circumstances.

Tax-loss harvesting with municipal bond funds has a little-known pitfall we call the 6-month rule

When investors sell shares a…

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Elie Rozner
Independent trader with a passion for tax efficient investing
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