Unlocking Your Financial Future
Business:Investing
You’ve probably heard a lot about tax reforms recently. How will these changes impact your portfolio? What can you do to protect yourself?
Read more and get additional financial resources here: https://baschrock-fg.com/ep-77-potential-tax-reforms-part-1/
What we discuss on this episode:
0:15 – Tax reform and capital gains
0:55 – What is subject to capital gains?
2:48 – Brokerage accounts and marketable securities
4:55 – Long term capital gains
8:05 – What are some strategies?
11:14 – Mutual funds and tax loss harvesting
14:33 – Capital gain taxes are likely to change
More Episodes
Ep 54: Five Outdated Financial Strategies
2020-10-08
11
2020-10-08
11
Ep 53: Common Housing and Retirement Questions
2020-10-01
8
2020-10-01
8
Ep 51: Why Living Long Can Be Risky Financially
2020-09-17
14
2020-09-17
14
Ep 50: 5 Ways to Ruin Retirement
2020-09-10
16
2020-09-10
16
Ep 48: How Complex Should Your Financial Plan Be?
2020-08-27
16
2020-08-27
16
Ep 47: Market Crash Survival Guide
2020-08-20
10
2020-08-20
10
Ep 46: Handling Finances After the Death of a Spouse
2020-08-13
20
2020-08-13
20
Ep 45: Meet Our New Advisor, Dan Oaklief
2020-08-06
18
2020-08-06
18
Ep 43: Financial Bots are Here
2020-07-16
6
2020-07-16
6
Ep 42: 4 Milestones for Retirement
2020-07-09
13
2020-07-09
13
Ep 41: Do You Lack Confidence to Retire?
2020-07-02
7
2020-07-02
7
Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
2020-06-11
11
2020-06-11
11
Ep 37: An Update on Our Clients & Our Office
2020-06-04
12
2020-06-04
12
Ep 36: Protecting Your Nest Egg + Mailbag Questions
2020-05-28
12
2020-05-28
12
Get this podcast on your
phone, FREE
