Washing Out a Loss-IRS Rules on IRAs Relationship to Section 1091 - Ed Zollars - a podcast by steve@leimbergservices.com

This PodCast concerns wash sale rules and IRA investments. IRS Revenue Ruling 2008-5 deals with issue of a taxpayer selling securities at a loss in a taxable account and then purchasing identical securities in a regular or Roth IRA.  The issue is one that practitioners have discussed for years, but which the IRS just now is getting around to issuing a formal ruling on.

The written materials for the podcast can be downloaded at http://www.edzollars.com/2007-12-21_IRA_Issue.pdf .

 

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

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