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Episode description
Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More
The Money with Katie Show
Mar 08, 2023
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29 min
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Ep 72
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Episode description
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. Learn more about our sponsor, TaxAct:
https://www.taxact.com/moneywithkatie
Transcripts can be found at
podcast.moneywithkatie.com
. — Mentioned in the Episode Tax-sheltered accounts:
https://www.irs.gov/retirement-plans/irc-403b-tax-sheltered-annuity-plans
Capital gains & dividends:
https://www.irs.gov/taxtopics/tc404
Capital gains tax rates:
https://www.irs.gov/taxtopics/tc409
2022-2023 capital gains tax rates:
https://www.nerdwallet.com/article/taxes/capital-gains-tax-rates
Ordinary vs. qualified dividends:
https://www.investopedia.com/ask/answers/12/how-are-capital-gains-dividends-taxed-differently.asp
Wash sale:
https://turbotax.intuit.com/tax-tips/investments-and-taxes/5-situations-to-consider-tax-loss-harvesting/L06jlQWfl
Tax loss carryforward:
https://www.sofi.com/learn/content/tax-loss-carryforward/
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Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More | The Money with Katie Show podcast - Listen or read transcript on Metacast
