Capital Gains & Dividends: A Crash Course

Short-term capital gains? Qualified dividends? Tax loss harvesting? Strap in, people, we’re taking a cruise down the chocolate river of all things investment taxes, and I’ll be your Wonka.

Fear of taxes (or maybe just uncertainty) keeps people out of the game, and I think that’s a little bit like declining a raise because you don’t want to pay taxes on the incremental income—if you owe taxes on your investments, it probably means you made money in the first place.

Watch the full episode here:    • Capital Gains, Tax Loss Harvesting, &...  

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0:00 Intro
1:54 What you need to know about taxes and brokerage accounts
3:26 How capital gains are taxed when you sell
6:50 Dividends are taxed differently
8:18 Rebalancing your portfolio
10:20 What if your stocks are down?
11:00 Should taxes scare you away from investing?
11:45 What can you expect at tax time?
12:40 Credits

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