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How do I avoid capital gains tax?
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On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss various methods to minimize capital gains taxes, especially during retirement. Key strategies include gifting appreciated assets to charities, 1031 exchanges, and converting IRAs to Roth accounts during specific timeframes. Proper education and planning can help investors maximize their financial benefits while minimizing their tax liabilities.
Related Podcast Episodes:
- Ep 150: Can Tax-Loss Harvesting Improve Your Investing Returns?
Related YouTube Videos:
- Here's How to Avoid Paying Capital Gains Tax!
- Do you have to pay taxes on an inheritance?
Related Blogs:
- Tax Savings Strategies for High Income Earners
Learn More about Wiser Wealth Management:
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- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Strategies to Avoid Capital Gains Tax (00:00:00)
2. Inheritance, Capital Gains, Real Estate Strategies (00:08:06)
3. Strategic Tax Planning and Portfolio Management (00:17:53)
4. Insights From a Crypto Conference (00:26:34)
229 episodes
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