Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More | Money With Katie Podcast

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.
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Transcripts can be found at podcast.moneywithkatie.com.
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Mentioned in the Episode

Tax-sheltered accounts: link

Capital gains & dividends: link

Capital gains tax rates: link

2022-2023 capital gains tax rates: link

Ordinary vs. qualified dividends: link

Wash sale: link

Tax loss carryforward: link

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