Short-term capital gains? Qualified dividends? Tax loss harvesting? Strap in, people, we’re taking a cruise down the chocolate river of all things investment taxes, and I’ll be your Wonka.
Fear of taxes (or maybe just uncertainty) keeps people out of the game, and I think that’s a little bit like declining a raise because you don’t want to pay taxes on the incremental income—if you owe taxes on your investments, it probably means you made money in the first place.
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0:00 Intro
1:54 What you need to know about taxes and brokerage accounts
3:26 How capital gains are taxed when you sell
6:50 Dividends are taxed differently
8:18 Rebalancing your portfolio
10:20 What if your stocks are down?
11:00 Should taxes scare you away from investing?
11:45 What can you expect at tax time?
12:40 Credits
#MoneyWithKatie #Investing #Taxes #CapitalGains #Dividends #TaxLoss #TaxHarvesting #Rebalancing #Money
Capital Gains & Dividends: A Crash Course
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