Dive into this video to uncover easy tax strategies that’ll make your investment account work better for you. We’ve packed it with simple, friendly advice to help you keep more of your earnings and pay less in taxes. Tune in and let’s make your money work smarter!
0:00 – 1:07 The Problem With Index Funds
1:08 – 2:05 Taxes On Gains
2:06 – 4:48 Tax Loss Harvesting Explained
4:49 – 5:32 Conversions & Long-Term Gains
5:33 – 5:51 Paying The IRS Too Much?
5:52 – 6:39 One Awesome Joke
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Also when you inherited a taxable brokerage account you receive a stepped up cost basis. Based on the date the person you inherited from passed away.
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How this works for losses in a Roth IRA?
Tax loss harvesting only works with taxable brokerage accounts
Thanks Guys always fun when you get going !!