From understanding short-term vs. long-term capital gains rates, to tax-loss harvesting, tax-gain harvesting, donor-advised funds, and Qualified Opportunity Zones—this episode is packed with the insights you need to keep more of what you earn.
Topics Discussed:
- Common mistakes people make that result in overpaying taxes.
- What long-term capital gains rates are.
- What tax loss harvesting is and where it is useful.
- How to stay out of long-term capital gains tax brackets.
- Opportunities that could help you make use of appreciating shares at better tax brackets.
- How to get a higher deduction while avoiding capital gains.
- What a qualified opportunity fund is and how it works.
- Options to explore if you need funds but don't want to pull out investments.
Resources Mentioned:
Tags:
capital gains, long term investments, short term investments, tax strategy, long term capital gains, reducing your tax bill, financial planning, emergency medicine, ER doc, ER doctor,
