28 min

Avoiding Capital Gains Your Money Momentum

    • Inversiones

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 Gains
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirely
Something or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—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

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 Gains
00:00—Intro
01:11—When are you taxed?
04:51—Tax loss harvesting
06:48—Wash sale strategy
08:31—Two ways to avoid capital gains tax entirely
Something or Nothing
12:53—Elon Musk ditching Delaware
16:56—Maersk suspended dividend
19:01—KoBold startup finds massive copper deposit
21:10—Turkey hyperinflation
24:43—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

28 min