# [Series 65] 51, Tax-Advantaged Investment Strategies

Page: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-51-tax-advantaged-investment-strategies
Text version: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-51-tax-advantaged-investment-strategies.md
Podcast: [Open Exam Prep](https://stenobird.com/podcast/open-exam-prep-7140559)
Published: 2026-05-14T01:01:53+00:00
Episode link: https://open-exam-prep.captivate.fm/episode/series-65-51-tax-advantaged-investment-strategies
Audio file: https://episodes.captivate.fm/episode/29f4edf5-b8ce-4ca1-b59e-3a8bd6ee1eb4.mp3
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Duration seconds: 101

## Resource

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

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## Transcript

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