Unlocking Your Financial Future

Ep 77: Potential Tax Reforms - Part 1

December 2, 2021

You’ve probably heard a lot about tax reforms recently. How will these changes impact your portfolio? What can you do to protect yourself? 

 

Read more and get additional financial resources here: https://baschrock-fg.com/ep-77-potential-tax-reforms-part-1/

 

What we discuss on this episode: 

0:15 – Tax reform and capital gains

0:55 – What is subject to capital gains?

2:48 – Brokerage accounts and marketable securities

4:55 – Long term capital gains

8:05 – What are some strategies?

11:14 – Mutual funds and tax loss harvesting

14:33 – Capital gain taxes are likely to change

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