Thursday Dec 02, 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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