Year End Tax Moves: Tax Sensitive Investing, the Wash Sale Rule and Direct Indexing Explained

From the August 15 2026 episode of Making Money Sense. Larry Rosenthal on the tax planning conversations to have before the fourth quarter: mutual funds versus ETFs in a taxable account, reviewing cost basis and harvesting losses, the wash sale rule, forecasting capital gain distributions, and what direct indexing and mini indexing actually are. Making Money Sense with Larry Rosenthal is financial education from a Biblical point of view, heard Saturdays at 9 AM ET on WAVA 105.1 FM in Washington DC and on SiriusXM FamilyTalk 131. Full episode: https://www.youtube.com/watch?v=jufTNPF1y9c Investment advisory services offered through OneDigital Investment Advisors LLC. Neither OneDigital nor its representatives provide legal, tax or accounting advice. For informational and educational purposes only. Not personalized investment advice. See the disclosures at the end of the video.