1. EachPod

Investment Taxes…What You Need to Know

Author
Mel H Abraham, CPA, CVA, ASA
Published
Mon 12 Feb 2024
Episode Link
None

Are you ready to understand the ins and outs of investment taxes? It's not just about paying up, it's about keeping more in your pocket!

In today’s episode, I break down the complexities of investment taxes and how they impact your financial future. I discuss the different types of investment income, how they are taxed, and strategies to minimize your tax liability. From dividends to capital gains, I walk you through it all, so you can harness the power of the tax code to build your money machine.

Want to take control of your financial future and keep more of your hard-earned money? Tune in to the full episode now!

IN TODAY’S EPISODE, I DISCUSS: 

  • Taxation of dividends, including qualified and non-qualified dividends
  • The taxation of interest income and its exceptions in federal and municipal bonds
  • Understanding capital gains and the influences of short-term and long-term investments

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