Hellow guys, Welcome to my website, and you are watching Don’t Make THESE MISTAKES Selling Investments! | Capital Gains Offsetting. and this vIdeo is uploaded by Safeguard Wealth Management at 2022-05-17T12:30:07-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Don’t Make THESE MISTAKES Selling Investments! | Capital Gains Offsetting |
| Video Uploader | Video From Safeguard Wealth Management |
| Upload Date | This Video Uploaded At 17-05-2022 19:30:07 |
| Video Discription | Is your taxable account a leaky bucket that generates a tax nuisance every year? Are you using capital gain offsetting rules to lower your tax bill each year? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Capital gains tax math can be a fairly complex part of tax planning in retirement. During a given year, we may incur short terms capital gains and losses as well as long term capital gains and losses. Some investors treat these as stand alone taxable events. THEY ARE NOT! Short and long term events are commingled and offset one another within the tax code. In this video today, we are going to help you perfectly understand your capital gains tax bill in less than 10 minutes. We will also uncover 4 capital gain mistakes that we see a lot of investors make each year. Here are the timestamps: 0:00 The Capital Gains Matrix 0:15 Two Types of Capital Gains 1:04 Understanding Capital Gains Offsetting 2:24 Capital Losses and Carry Forward Losses? 4:30 A Complex Offsetting Example 5:21 Captial Gains Mistake #1 7:09 Captial Gains Mistake #2 8:05 Captial Gains Mistake #3 9:17 Captial Gains Mistake #4 Links to Videos Referenced in this Video (We recommend finishing this current video before viewing these below): Yield Splitting - https://youtu.be/MAuIk6mHdgA 5 Taxable Account Rules to Follow - https://youtu.be/4nkOLvAMzCo #CapitalGains #TaxPlanning #RetirementIncomePlanning - - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Video Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFN Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary |
| Category | Education |
| Tags | capital gains | capital gain offsetting | tax-efficient investing | unrealized gains | capital losses | tax loss harvesting | tax loss harvesting explained | what is tax loss harvesting | capital gains offsetting | deduct capital losses | capital loss carryover | taxable account | capital loss tax | capital gains tax | capital gains tax explained | tax planning | capital gain | netting capital gains and losses | irs form 8949 | tax loss selling | capital loss explained | lower tax bill |
