How Your Investments Are Taxed: Capital Gains, Dividends & Interest скачать в хорошем качестве

How Your Investments Are Taxed: Capital Gains, Dividends & Interest

Confused about how the IRS taxes your investment portfolio? In this video, Carl R. Lymangood, CPA, breaks down the different tax rules that apply to your retirement accounts versus your taxable brokerage accounts. While many investors understand the basics of Roth and Traditional IRAs, the rules for individual brokerage accounts can be much more complex. Carl explains the difference between being taxed at your ordinary income rate versus the more favorable long-term capital gains rates, and warns investors about a common "tax trap" found in mutual funds. In this video, you will learn: 1. Retirement Accounts: The key tax differences between Traditional and Roth IRAs/401(k)s. 2. Taxable Interest: How interest from savings, CDs, and Money Markets is taxed (and the special tax benefit of Treasury Bonds). 3. Dividends: The difference between Non-Qualified (REITs) and Qualified Dividends (stocks like Apple/Microsoft). 4. Capital Gains: Why holding an asset for over a year can significantly lower your tax bill. 5. The Mutual Fund Trap: Why you might owe capital gains taxes on a mutual fund even if the fund's value went down this year. Find us here: Website: https://www.petrosfamilytax.com LinkedIn:   / petros-family-tax   Disclaimer This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Carl Lymangood is an employee of Petros Family Tax & Petros Family Wealth. All opinions expressed by them are solely his own opinion and does not reflect the opinion of Petros Family Tax or Petros Family Wealth. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.