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Avoiding Capital Gains

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Manage episode 401156042 series 2874417
Content provided by Pamela Engstrom and Global Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pamela Engstrom and Global Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.

Find it Fast: Avoiding Capital Gains Tax

Capital Gains00:00—Intro 01:11—When are you taxed? 04:51—Tax loss harvesting06:48—Wash sale strategy 08:31—Two ways to avoid capital gains tax entirely

Something or Nothing12:53—Elon Musk ditching Delaware 16:56—Maersk suspended dividend 19:01—KoBold startup finds massive copper deposit21:10—Turkey hyperinflation24:43—CAPE ratio

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about avoiding capital gains tax, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube

  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 401156042 series 2874417
Content provided by Pamela Engstrom and Global Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pamela Engstrom and Global Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income Tax Strategy Guide.

Find it Fast: Avoiding Capital Gains Tax

Capital Gains00:00—Intro 01:11—When are you taxed? 04:51—Tax loss harvesting06:48—Wash sale strategy 08:31—Two ways to avoid capital gains tax entirely

Something or Nothing12:53—Elon Musk ditching Delaware 16:56—Maersk suspended dividend 19:01—KoBold startup finds massive copper deposit21:10—Turkey hyperinflation24:43—CAPE ratio

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about avoiding capital gains tax, listen in to the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBY "Ruff"

Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube

  continue reading

89 episodes

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