Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More
Investment Taxes 101: Capital Gains, Dividends, Tax Loss Harvesting, & More  
Podcast: The Money with Katie Show
Published On: Wed Mar 08 2023
Description: 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.Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatieTranscripts can be found at podcast.moneywithkatie.com.—Mentioned in the EpisodeTax-sheltered accounts: https://www.irs.gov/retirement-plans/irc-403b-tax-sheltered-annuity-plansCapital gains & dividends: https://www.irs.gov/taxtopics/tc404Capital gains tax rates: https://www.irs.gov/taxtopics/tc4092022-2023 capital gains tax rates: https://www.nerdwallet.com/article/taxes/capital-gains-tax-ratesOrdinary vs. qualified dividends: https://www.investopedia.com/ask/answers/12/how-are-capital-gains-dividends-taxed-differently.aspWash sale: https://turbotax.intuit.com/tax-tips/investments-and-taxes/5-situations-to-consider-tax-loss-harvesting/L06jlQWflTax loss carryforward: https://www.sofi.com/learn/content/tax-loss-carryforward/—Follow Along at Money with Katie: https://moneywithkatie.com/Watch on YouTube: https://www.youtube.com/@MoneywithKatieFollow Money with Katie!- Instagram: https://www.instagram.com/moneywithkatie/- Twitter: https://twitter.com/moneywithkatie Subscribe to The Money with Katie Newsletter- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2Follow the Brew!- Instagram: https://www.instagram.com/morningbrew/- Twitter: https://twitter.com/MorningBrew- TikTok: https://www.tiktok.com/@morningbrewLearn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com