Podcasts about Capital gains tax

Laura reviews a legitimate way to sell your home tax-free or pay significantly less capital gains taxes.Money Girl is hosted by Laura Adams. Transcript: https://money-girl.simplecast.com/episodes/selling-your-home-how-to-avoid-capital-gains-tax/transcriptHave a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Ernie in New Jersey wonder if they should convert to Roth or take advantage of zero percent capital gains tax rates. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for all of them today on Your Money, Your Wealth® podcast number 529. Plus, Michael and his wife in Bellevue are 34, in the 24% tax bracket and wonder if they should contribute to tax-free or tax-deferred accounts, and if they should slow down on retirement savings and start a bridging account for the years between when they want to punch the clock in their early to mid-50s, and when they can access their retirement savings. Then, for something completely different, Frenchie from Maine writes back in: What are the disadvantages to paying off her mortgage ASAP, and what's the tax efficiency of a money market compared to bond funds? Free financial resources & episode transcript: https://bit.ly/ymyw-529 WATCH How to Break Through Retirement Barriers on YMYW TV CALCULATE your Free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:00 - We're in the 32% Tax Bracket. Should We Do Roth Conversions? (John, Boston, MA) 06:19 - We Have Large Tax-Free Pension Income. Should We Do Roth Conversions? (Flight Deck Dad & Irish Girl, Pensacola, FL) 16:03 - Watch How to Break Through Retirement Barriers on YMYW TV, Calculate your free Financial Blueprint 16:52 - Should We Do Roth Conversions or Take Advantage of 0% Capital Gains Tax? (Bert & Ernie, NJ) 25:53 - In the 24% Bracket. Should We Contribute to Tax-Free or Tax Deferred Accounts? (Michael, Bellevue, WA) 29:49 - Schedule a Free Financial Assessment at any of Pure Financial Advisors' 12 nationwide locations or online 31:04 - Disadvantages to Paying Off the Mortgage ASAP? Tax Efficiency of Money Market vs. Bond Funds? (Frenchie, ME) 36:23 - Outro: Next Week on the YMYW Podcast

Trisha Lehane – Realtor based in Scottsdale, Arizona with RE/MAX, specializing in working with Canadian buyers and sellers. Background: Originally from Canada, Trisha has lived in Arizona for 20 years. She has deep roots in Canadian provinces like Manitoba, Saskatchewan, Alberta, BC, and Yukon. Her real estate career pivoted to working with Canadians after selling a million-dollar property to a Vancouver buyer in 2008. Key Topics Covered: Canadians Selling U.S. Property Many Canadians are selling U.S. properties due to: Currency fluctuations (e.g., CAD–USD exchange rate). Rising HOA fees and living costs. Aging and changing lifestyles. FIRPTA (Foreign Investment in Real Property Tax Act): 15% of the gross sale price is withheld by the IRS. If the property is under $300K, it's up to the seller to file documents via their accountant. Capital Gains Tax: 15–20% in the U.S. Canada taxes 50% of gains at the marginal tax rate. ITIN Requirement: Required for tax filing in the U.S. Sellers need it if they don't already have one from renting out their property.

In this episode, we dive into the 83(b) Election—a tax strategy that can have significant financial implications for individuals who receive stock as part of their compensation. While it might sound technical, understanding how it works can be crucial for employees, particularly in startups and the tech sector.The 83(b) Election allows recipients of stock grants to pay taxes on the stock's value at the time of the grant rather than waiting until it vests. If the stock appreciates over time, this decision can result in substantial tax savings, as the taxable income is locked in at a lower rate. However, it's not always the best choice, and there are key risks to consider. Once the election is made, it cannot be reversed, and the taxes must be paid upfront, regardless of future stock performance.Amy walks us through a real-world example with a hypothetical client, Emily, a software engineer who receives 10,000 shares of restricted stock. If she files the 83(b) Election when the shares are valued at $1 each, she pays taxes on $10,000. Four years later, if the stock is worth $10 per share, she avoids paying income tax on $100,000 when the stock vests, benefiting from long-term capital gains treatment instead. Without the election, she would be taxed on the stock's higher value at vesting, potentially leading to a much larger tax bill.We also discuss how 83(b) applies to stock options using another hypothetical client, Mark, a doctor in the healthcare field. If Mark exercises his options early while the stock is at $2 per share and files an 83(b) Election, he eliminates the income tax liability at vesting and benefits from capital gains treatment on future gains. Without filing, he would owe income tax on the difference between the strike price and the stock's value at vesting, which could lead to a massive tax burden.However, the 83(b) Election is not for everyone. Key risks include leaving the company before stock vests, the stock declining in value, or not having the cash available to pay the upfront tax. Timing is also critical—filing must be completed within 30 days of the grant or exercise, with no exceptions. The process involves submitting a signed election form to the IRS via certified mail, providing a copy to the employer, and attaching the form to the tax return for that year.Ultimately, the 83(b) Election can be a powerful tax-saving tool, but it requires careful consideration. If you're receiving stock as part of your compensation, understanding this option and consulting a financial professional can help determine if it's the right move for you. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In This Episode: In this inspiring episode of The Ops Experts Club, Aaron and Terryn sit down with Brett Swartz, founder of Capital Gains Tax Solutions and author of the Amazon bestseller Building a Capital Gains Tax Exit Plan. Brett shares insights from his book and his passion for helping entrepreneurs and investors achieve financial freedom through innovative tax strategies. He also dives into the power of goal setting, drawing from his and his wife Melanie's mission-driven approach to life, family, and business.   Key Highlights: The Book: Building a Capital Gains Tax Exit Plan: Brett discusses his Amazon bestseller, co-authored with industry titans like Kevin Harrington (Shark Tank), Don Winter (DLP), and CPA Tyler McBroom. The book blends Brett's expertise in the Deferred Sales Trust—a strategy to defer capital gains taxes and replace the 1031 exchange—with stories of entrepreneurship, real estate investing, and mentorship. It offers practical guidance on building a tax-efficient exit plan and assembling a dream team for family-office-style wealth management. Deferred Sales Trust (DST): Brett explains how the DST empowers business owners and real estate investors to defer taxes on multi-million-dollar exits, unlocking capital to multiply freedom and impact. The book highlights real-world applications, from multi-family properties to mobile home parks, making it a must-read for entrepreneurs and investors. Goal Setting and Living on Mission: Brett shares his and Melanie's intentional approach to goal setting, rooted in their faith and family values. With five kids (ages 6-14), they prioritize a clear family mission, including a bold goal inspired by Don Winter: “1,000 extraordinary days in 100 unique locations” before their kids turn 18. Brett emphasizes defining a clear vision, building systems, hiring coaches, and embracing grit to sustain momentum. He advocates for a growth mindset over a goal mindset, citing John Maxwell and Craig Groeschel to underscore the power of momentum in achieving lasting success. Practical Advice for Aspiring Wealth Builders: For listeners not yet part of the wealth transfer wave, Brett offers actionable steps: clarify your calling, write down and visualize goals, seek mentorship, and implement systems to track progress. His journey from Cheesecake Factory to financial freedom post-2008 crash exemplifies the resilience needed to build a legacy. This episode is a must for entrepreneurs, real estate investors, and operations professionals looking to scale their businesses, plan for tax-efficient exits, and live with purpose. Brett's heartfelt story, practical strategies, and infectious passion make this a motivating and actionable conversation. Connect with Brett Swartz: Website: capitalgainstaxsolutions.com for a no-cost consultation (ideal for those with multi-million-dollar gains). More Resources: brettswartz.com for access to Brett's book, YouTube content, and podcast Build It to Billions. Book: Building a Capital Gains Tax Exit Plan available on Amazon.   Minute by Minute: 0:00 Introduction  1:27 Building a Capital Gains Tax Exit Plan 3:46 A journey that started in real estate 6:09 Here's how you get started with deferred tax 9:50 A solution to share with others 14:20 The deferred sales trust 16:16 Goal formation

- Is it better hold in super and salary sacrifice to avoid Capital Gains Tax?  - I have one child still in daycare, cost of daycare is means tested. Is there a way to get investment properties without the income from that investment going against your income?  - Whats the best way to purchase property if you own your own business/company? Is it harder to obtain finance from the banks? Get in touch jamesf@jlf.com.au | mitchells@jlf.com.au All views and opinions discussed are that of the hosts. They do not endorse reliability or accuracy of their information. Not for commercial use.

In this powerful episode, Brett Swarts of Capital Gains Tax Solutions reveals how real estate agents can unlock hidden listings, save deals, and add massive value to high-net-worth clients using a strategic capital gains tax exit plan.

What’s Trending: Two men with probable ties to a Venezuelan gang are accused of kidnapping, torturing, and shooting a Burien woman. Are Democrats trying to raise Washington state’s capital gains tax again? The first “all-female crew” of celebrities went to space on a rocket launched by Jeff Bezos’ Blue Origin. // Today President Trump met with El Salvadorian President Nayib Bukele to discuss the illegal immigration and gang violence crisis's. // For the first time this year, the sun will start setting after 8pm. But some people still aren’t excited about the best season in Seattle.

Today we unpack one of Australia's hottest property topics: negative gearing. We dive into what it actually is, how it works, and why it may not be the game changer many think it is. We also explore some bold new ideas to reform the system, including an interesting proposal to simplify how property profits are taxed.On this episode, we discuss:(00:00) Intro(00:55) Should We Scale Back Negative Gearing?(02:05) Why Negative Gearing Still Dominates Investor Thinking in Australia(03:20) How Much It's Costing the Government—and Who Gains(04:55) The Overlooked Risks of Scrapping Tax Incentives(06:15) Common Misunderstandings Around Negative Gearing(08:45) Marty's Pitch for a Simpler, Fairer System(15:10) Nick's Big Reform Idea(22:35) Why No Tax Break on Your Home Loan?(24:30) The Tax Deduction That Can Cost You Later(26:00) How Gains Shrink Once Depreciation Is Factored InCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

In this episode, Jason delves into the tumultuous developments in capital gains taxation in Canada over the past year. From initial changes announced by the Trudeau government to the ensuing financial planning frenzy, and culminating in the resignation of the Prime Minister and a subsequent lawsuit, this video clarifies what capital gains are and how they are taxed. We examine the impact of proposed changes on investors, including those involving corporate and personal tax rates, and discuss the ultimate resolution with the election of Mark Carney as Liberal leader. Finally, we consider new proposals from opposition leaders that could affect future taxation. Stay informed on this rollercoaster of tax policy changes and their implications for Canadian investors. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we discuss the “intention test”. It's a sneaky tax rule that could still land you with a surprise bill from the IRD, even if you've owned your investment for decades.You'll learn: What the intention test is and how it actually works Real-life examples of when it does and doesn't apply How to protect yourself from accidentally triggering a capital gains tax you didn't see coming.This is a must-listen for anyone planning to hold long-term but still wanting to cash in eventually.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠

This episode discusses the forthcoming changes in Canadian real estate and economy, stemming from Pierre Poilievre's recent bold promise to reduce or eliminate capital gains taxes. This move could benefit small business owners and investors, addressing Canada's GDP challenges over the past decade. The episode provides historical context for current capital gains tax rules, compares them to the U.S. 1031 exchange, and explores potential positive outcomes for the economy. It also reviews the opposition response from NDP leader Jagmeet Singh and critiques various political promises related to housing and real estate. Finally, listeners are encouraged to research and consider the broader economic impact of these proposed changes.Alex McFadyen is a seasoned independent mortgage broker with over 14 years of experience in the industry. Alex is the owner and Mortgage Advisor of Flow Mortgage Co.Alex's Social Media: @themortgagepug**********Ready to take the plunge into homeownership? Don't miss our comprehensive First-Time Home Buyers Course available at the link below. This essential resource is designed to guide you through the maze of purchasing your first home with confidence and ease. Free for a limited time to listeners of the show!https://alex-s-school-7883.thinkific.com/courses/first-time-home-buyer-courseFor daily insights, make sure to find us on Instagram, Facebook, and YouTube: @flowmortgagecoDon't just dream about your future home, make it a reality! Subscribe to "The Flow: Real Estate & Money Show" for more invaluable insights, and visit our website at getflowmortgage.ca to discover how we can help make your property aspirations come true.

Etobicoke residents held a rally over concerns about a proposed homeless shelter in their area. Plus, Conservatives promise to defer capital gains tax to boost domestic investment, Amanda Lang weighs in on what this would mean for Canadians. Then, Tony Chapman discusses federal election polling demographics.

Are you confused by long term capital gains? Here is the perfect explanation for you! Do you have unfiled tax returns that need filing? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_AllecReferral Link: https://dashboard.m1.com/signup/refer...Mentioned Video Links:-Robinhood Taxes: How to Report Robinhood Stocks On Your Taxes:    • Robinhood Taxes: How to Report Robinh...  -How to Fill Out Schedule C For Form 1040 (Explained By a CPA):    • How to Fill Out Schedule C For Form 1... 

More than 20 key industry leaders are heading to the first White House Crypto Summit after US President Donald Trump ordered the establishment of separate Bitcoin and crypto reserves with rumors circulating of Trump announcing 0% Bitcoin Capital Gains Tax. Learn more about your ad choices. Visit megaphone.fm/adchoices

According to Crypto Rover, there is a rumor that Trump might announce a 0% capital gains tax on U.S. crypto held over one year at an upcoming crypto summit, which could significantly impact market dynamics. This is not confirmed and should be treated as speculative. Learn more about your ad choices. Visit megaphone.fm/adchoices

For so many experts and politicians, the answer to Australia's housing crisis is simple. Rejig zoning rules, build more homes and get Australians into increasingly dense developments. But is the supply ‘solution' the cure-all it's made out to be? In this final episode of our series, ABC business editor Michael Janda looks at what really needs to be done on supply and demand to make it just a little bit easier for people to buy a home. We'll also take you to Melbourne, where apartment prices have flatlined over the past five years and first home buyers are flooding into the market. We'll explain what it will take to finally free Australia's housing hostages. 

Has a housing bubble ever burst without devastating pain across the economy and society? New Zealand is in a recession and home values are more than 17 per cent lower than the post-COVID peak. In Ireland, a massive house price surge and crash in the 2000s saw house prices in Dublin more than half. So, does Australia need a crash and what would that mean for all of us? Some economists think recessions are needed occasionally to reset the economy. In this episode ABC business editor Michael Janda explains how a shock wave would ripple through the economy if the housing bubble bursts. Is the medicine worth the pain? 

How did Australia go from a place where most middle-class people could own their own house, to one where even a small apartment is out of reach for so many? You can pick your villain. Is it immigrants, investors, Howard and Costello, the big banks, or something else? In this episode, ABC business editor Michael Janda identifies the key moments and policies that cemented property as a lucrative investment, creating a mismatch in supply and demand and sending house prices to extraordinarily high levels. 

In this episode, Dr. Friday explains how capital gains tax works, why your total income matters, and the hidden tax rate many forget about. Transcript: G’day. I’m Dr. Friday, president of Dr. Friday’s Tax and Financial Firm. To get more info, go to www.drfriday.com. This is a one-minute moment. Capital gains tax. A lot of people come in asking me, “Hey, if I sell this, what happens?” Remember, capital gains tax isn't a separate tax—it's based on your overall income. Let's say you make $100,000, and then you sell something for a $150,000 gain. If you’re single, $50,000 of that gain is going to be taxed at 18.8%—not 15%. Even though the tax code says anything between $47,000 and $518,000 falls in the 15% bracket, many forget about the net investment income tax of 3.8%. Don’t forget that part! You can catch the Dr. Friday Call-In Show live every Saturday afternoon from 2 to 3 p.m. right here on 99.7 WTN.

Imagine it's 2050 and the housing bubble in Australia never burst. Where do we live, how do we pay for it and what is day to day life like?Exorbitant home prices not only keep Australians in the crowded and expensive rental market, but they also change life plans and society. In this episode, ABC business editor Michael Janda explains why housing crisis is the country's biggest issue. It locks people into debt, delays retirement, creates stress and insecurity, contributes to falling birth rates and exacerbates inequalities between the generations. We're hostage to housing. 

Housing has become a dream for investors and a nightmare for those struggling to get a slice of the pie. We find ourselves increasingly mired in a debt trap at both an individual and economy-wide level. This is Housing Hostages; a five-part series from ABC News Daily. With the help of ABC business editor Michael Janda, we'll get to the heart of the housing crisis and explain why we're all hostage to housing. Imagine owning dozens of properties at once. In this episode, investing expert Margaret Lomas explains how climbing the property ladder over decades delivered her housing and financial security. We meet desperate first home buyers and explain why emulating Margaret's property success is now impossible. In this series, we'll scrutinise the possible culprits for this crisis and look at how our housing fortunes influence everything from birth rates to retirement plans. Is it time for the housing bubble to burst and what lessons are there from overseas about what happens next?Finally, we examine the supply solution that so many vested interests reach for and ask; what really needs to be done to boost the supply of housing and dampen demand for it, to try to make things just a little bit better?   

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Should Nancy in Washington take out a 401(k) loan and invest it in her brokerage account to catch up on saving for her retirement? When Joe and Big Al talk about having a balanced portfolio of various asset classes like stocks and bonds, Brian in Naperville, Illinois wonders whether that asset allocation strategy takes into account the stabilizing effect of monthly Social Security payments? That's today on Your Money, Your Wealth® podcast 517 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Joy and her brother are each inheriting $400,000. How should they each invest it for their very different financial situations? Mike in Colorado has a good guaranteed income stream, so what should he do with the money he's drawing from his taxable IRA every year - convert to Roth, put it in a brokerage account, go on a cruise? And finally, Skipper asks the fellas to spitball on whether he should do Roth conversions or take advantage of zero percent capital gains tax rates. Access free financial resources and the episode transcript: https://bit.ly/ymyw-517  DOWNLOAD the free Retirement Income Strategies Guide REGISTER for the free Risk Management and Retirement Planning webinar, Wednesday, February 26, 12pm Pacific / 3pm Eastern WATCH Retirement Rebound: 5 Plays to Help You Score a Comeback on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis CALCULATE your free Financial Blueprint SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter

In today's program, Tom explains how deeding your home to your children during your lifetime can end up costing your children a 20% Capital Gains tax when your home is sold.

Today's blockchain and cryptocurrency news  Bitcoin is up slightly at $97,997 Eth is down half a percent at $2,752 XRP, down slightly at $2.41 Czech President signs bill exempting BTC from capital gains tax if held for three years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Many entrepreneurs do an incredible job at building wealth, but then they lose it all because they don't have good exit plans. 1031 exchanges can be a nightmare for so many entrepreneurs, but a lot of times they don't see any other options besides taking huge losses.Capital Gains Exit Plan Expert, Brett Swarts, is here to help explain insights and strategies to business owners, so they don't end up losing all of the wealth they worked so hard for. Brett has helped save billions of dollars for his clients over the decades.Brett wrote the book, BUILDING A CAPITAL GAINS TAX EXIT PLAN. Brett shares his own family's story of destruction that came because of mismanaged money. He also shares other stories of entrepreneurs who lost everything, including their marriages because of bad tax strategies and bad exit plans.Brett desires to help see individuals and families stay united and benefit from well thought out, custom strategies to help achieve goals and dreams. Listen as Brett shares thoughts and information of how you can best save your hard-earned wealth for you, your children, and beyond.BRETT'S WEBSITE: BrettSwarts.comBRETT'S BOOK: https://www.brettswarts.com/books

In this episode, we break down what a capital gains tax could mean for property investors, homeowners, and New Zealand's economy. We discuss the potential winners and losers, how tax policies impact investment, and whether New Zealand is doing enough to attract global capital. Tune in for a balanced take on one of the country's most debated financial topics. This episode is proudly sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partners Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. For more money tips follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

Host Alex Pierson is joined by Tom Korksi, the managing editor of Blacklock's Reporter about some of the major stories affecting Canadians, such as the all but complete collapse of the EV program, why the feds have March Madness to justify their major budgets and the failed...but still applied Capital Gains Tax. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode takes advantage of the classic film “Meet Joe Black” starring Brad Pitt and Anthony Hopkins. The podcast uses the movie to demonstrate the two guarantees in life - Death and Taxes.  The nuances of taxes can catch individuals by surprise.  As it relates to an ESOP transaction - most of the time there is a resulting seller note established.  Relative to an S-corp sale - there will be capital gains taxes that need to be estimated.  We usually look to installment sale method but if a company's transaction is large enough to create a seller note greater than $5 million there will be an additional IRS interest cost known as 453a.  We detail this issue so that listeners do not underestimate the additional cash outflow to the sellers.   This is a very important step in your personal  Journey to an ESOP!

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Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That's today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey's grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don't make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there's a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT. Access free financial resources and the episode transcript: https://lnk.to/ymyw-510 DOWNLOAD The Complete Roth Papers Package DOWNLOAD The Retirement Readiness Guide WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV LISTEN to Steve in San Diego's 2019 question Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair." LISTEN to YMYW Podcast Best of 2021, 2022, and 2023 REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA) 07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA) 14:11 - Download the Complete Roth Papers Package for free 14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ) 18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware) 20:57 - Should I Create an LLC for Rental Properties? (Mike, voice) 23:00 - Qualified Charitable Distributions Don't Make Sense to Me (GetSmart Paul, YouTube) 24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free 25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What's a Safe, High-Return Investment for Them? (Sherri, CA) 27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY) 31:43 - Outro: Next Week on the YMYW Podcast

Chris Merrill is in for Mo'Kelly today on Later. Chris kicks things off with an NFL update. Aaron Rogers is having a rough season. The biggest story of the weekend is that former President Jimmy Carter passed away. And most of Carter's legacy has been established post his Presidency. // Prop 36 and the impact on crime in California and why Chris believes it's not a cure-all. Chris recounts a viral clip that praises Prop 36 and explains that it would have been a felony either way.  // Life and limb. Authorities in Palos Verdes Estates have found multiple human limbs on Bluff Cove Trail and are investigating a possible, not yet confirmed connection to recently missing boaters. And a near-miss between 2 planes at LAX was caught on video // Social media and the extremes that exist you're either the hero the villain, and the new year and resolutions. A Californian hits the jackpot with a historic $1.22 billion Mega Millions win, and the latest conspiracy on TikTok is California is rigging the lottery to steal the Capital Gains Tax.  

Never pay capital gains taxes when investing in real estate with Dave Foster Tune in now and watch the video version of the podcast at www.realestatereservepodcast.com If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

What’s Trending: Guest: Marysville Police Chief Erik Scairpon chimes in on the City’s decision to raise mandatory minimums for low-level crimes. Seattle’s capital gains tax is defeated but not dead. The View’s Sunny Hostin is perplexed as to how anyone could vote for Trump over Kamala Harris. // Big Local: The Seahawks’ practice facility in Renton is still without power. Quite a few Eastside restaurants with generators are benefiting from the power outages because of extra foot traffic. A Tacoma food bank is stepping up to feed people ahead of Thanksgiving. A man and his daughter were injured in a drive-by shooting in Tacoma. // Jon Stewart called out Joe Scarborough and Mika Brzezinski as frauds for meeting with Donald Trump after everything they have said about him. There has been a rise in expense fraud from workers.

Christine Benz, Morningstar's director of personal finance and retirement planning, discusses the ins and outs of tax-loss selling and where investors can look for potential opportunities to harvest losses in their portfolios.What is Tax-Loss Selling?Are There Limits to How Much You Can Offset Capital?How to Evaluate Your Cost Basis to Find Loss OpportunitiesWhat is the 30 Day Rule for Tax-Loss Selling?Why Investors Should Think About Tax-Loss Selling When Markets Are UpHow to Make Tax-Loss Selling a Part of Your Portfolio Maintenance Strategy  Why Tax-Loss Selling is a Bear Market Strategy   Read about topics from this episode.  How You Could Benefit from Tax-Loss Selling This YearAre Active ETFs Truly More Tax-Efficient?Ready for a Big Capital Gains Tax Bill?What You Need to Know About Capital Gains DistributionsWhich Investments to Keep Out of Your Taxable Account  What to watch from Morningstar.A Simpler Medicare Part D Is Coming. Here's How It Could Save You MoneyA Better Way to Use Leverage in Your ETF PortfolioApple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?Is Your Portfolio Built to Withstand a Market Rotation? Read what our team is writing:Christine BenzMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this episode, we dive into the tricky world of taxes after selling your home at a big profit. With housing prices high, many people are making great returns, but are caught off-guard by large tax bills. I share a real-life case where my client made $800,000 on a home sale and wanted to keep as much of it as possible.  We discuss key strategies, like the IRS's $500,000 capital gains exclusion, options for reinvesting gains, and other powerful ways to cut down tax bills. Plus, I cover the pros and cons of investing in Qualified Opportunity Zones and oil and gas strategies to minimize taxes. If you're looking to sell your home and want to keep more in your pocket, this episode is packed with practical, money-saving tips that anyone can use. Listen in and learn how to keep more of what you earn!   Next Steps: ☎️ Find out how much you're overpaying in taxes every year!  Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/

MATT MARCOVICH - Congressman Adam Smith also had his home vandalized  // ‘Blood on your hands:’ UW president Cauce’s home, car vandalized // Seattle's capital gains tax appears unlikely to pass // EXCLUSIVE: STEVE HICKEY - THE FALL CITY MASS MURDER CASE TAKES A STRANGE TURN // The trouble with getting too chatty with your nurse

What’s Trending: Seattle is considering imposing a capital gains tax, but economists warn it could lead to wealth flight. A New York Times columnist concedes that Trump’s victory wasn’t due to ‘misinformation.’ A group in Seattle is trying to preserve a historic apartment building in Seattle’s Little Saigon neighborhood, which has become plagued with crime and drug use. // Big Local: The city of Lynnwood is stepping up police patrols amid an increase holiday retail thefts. Bellevue police officer Kevin Bereta is suing the State of Washington over serious injuries he suffered in a motorcycle crash while on duty. A suspect was arrested in Bellevue for allegedly vandalizing a piece of “pride” artwork. // A person in California tried to dress up as a bear and stage a fake attack in order to get the insurance money.

Bill Radke discusses the week's news with PubliCola's Erica Barnett, Seattle Channel's Brian Callanan, and columnist and former gubernatorial candidate Bill Bryant.See omnystudio.com/listener for privacy information.

In this Real Estate News Brief for the week ending October 26th, 2024... what economists are forcasting as we wait for the next Fed meeting, new tax brackets for 2025 capital gains, and new life for a home decor store that went out of business last year. Hi, I'm Kathy Fettke and this is Real Estate News for Investors. Hot on our list of things to do next weekend is a RealWealth get-together and property tour in San Antonio. We'll be hosting cocktails on November 1st along the Riverwalk, and touring properties the next day, all in the midst of Day of the Dead festivities! If you are in San Antonio, please check us out. And people who can hop on a plane, please come! We'll be having loads of fun. You can get more information and register at newsforinvestors.com under the Connect tab. Links: ~~~~SAN ANTONIO TOUR: https://realwealth.com/tours/ ~~~~JOIN RealWealth® FOR FREE

Maximize Your Wealth: Understanding Capital Gains Tax Strategies | With Cody Garrett This episode dives into the strategy of capital gains harvesting, explaining how it can help individuals minimize taxes on investments and potentially realize tax-free income. We break down how this approach fits into financial independence planning, including key comparisons between capital gains and ordinary income, real-life scenarios, and important health insurance considerations for early retirement. What strategies can you use to reduce your tax burden during retirement? How can understanding capital gains impact your long-term financial decisions? What role does income management play in health insurance planning for early retirement?   Chapter Markers: [00:00:00] Introduction to Capital Gains Harvesting [00:01:38] Understanding Income Tax and Capital Gains [00:05:22] Tax Rate Comparisons: Ordinary vs. Capital Gains [00:20:07] Real-Life Case Studies [00:49:34] Key Takeaways and Best Practices Key Takeaways: Understand your capital gains tax rates to optimize when to sell investments. Use capital gains harvesting to realize profits without tax penalties. Plan retirement income carefully to maintain eligibility for health insurance subsidies. Links & Resources: Measure Twice Money Measure Twice Money YouTube Channel    

In this episode, Lisa discusses the crucial Senate race in Montana with Republican candidate Tim Sheehy, who is challenging incumbent Democrat Jon Tester. Sheehy, a former Navy SEAL and entrepreneur, shares his motivations for running, emphasizing the need for new leadership to address America's pressing issues. He critiques the current administration's regulatory and tax policies, arguing they stifle innovation and harm small businesses. Sheehy calls for common-sense governance, highlighting the importance of securing borders, public safety, and supporting traditional values. The Truth with Lisa Boothe is part of the Clay Travis & Buck Sexton Podcast Network - new episodes debut every Monday & Thursday.See omnystudio.com/listener for privacy information.

Host Jennifer Sanasie breaks down the news in the crypto industry including filings from Nishad Singh's lawyers and the latest cyberattack at Radiant Capital."CoinDesk Daily" host Jennifer Sanasie breaks down the biggest headlines in the crypto industry today, as Nishad Singh's lawyers have asked a federal judge to spare him prison. Plus, lending protocol Radiant Capital lost more than $50 million in an apparent cyberattack and Italy is raising capital gain taxes on cryptocurrencies.-This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Christine Lee, Jennifer Sanasie, Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bitcoin is up half a percent at $68,062 Eth is up 1% at $2,642 Binance Coin, up 1% at $600 Italy to raise capital gains tax for crypto HK police dismantle crypto fraud ring WLFI token sale fizzles Tesla moves BTC Praxis secures $525M Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode: doing the hard things, travel rewards, the gap and the gain, health and wellness, and real estate. This week we are back with another listener Mail Bag featuring Ginger. Listen along as we cover a range of topics from recents trips we've taken, facing and overcoming challenges, The Gap and the Gain, taxes in retirement and a realistic outlook on how much you'll be paying, the rule of 72, as well as shout out some of your FI wins! So much to cover and much more to learn in this week's episode.

Krystal and Saagar discuss DOJ says millions given by Russia to rightwing pundits, Russiagate 2.0, Trump insists he's not weird in town hall, swing state polls, Venezuelan gang story in Colorado, and Kamala caves on capital gains tax.    To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: https://breakingpoints.com/   Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

Adam is joined by Kyle Dunnigan and the show opens with a discussion about why certain things become trendy including ripped jeans, sun-dried tomatoes on pizza and defending Ringo Starr's drumming skills. Next, Kyle brings some celebs to the show to talk about a variety of topics, such as Sylvester Stallone on his singing in Rhinestone, RFK Jr. on his many adventures with animals, and Bill Maher on his “love” of Adam's comedy. Then, Joe Praino joins to talk some news including stories about a street performer arrested for blowing bubbles in San Diego, a 49ers wide receiver shot during a botched robbery in San Francisco, the first arrest following a new law banning face masks in Long Island and multi-millionaires in Britain fleeing the country to avoid an increased capital gains tax. They wrap the show by talking about Adam's dad getting drugged to sleep by his nurse and Kyle's mom needing to always know more than him. For more with Kyle Dunnigan: YOUTUBE: youtube.com/@KyleDunniganComedy INSTAGRAM: @kyledunnigan1 TWITTER/X: @kyledunnigan Thank you for supporting our sponsors: http://SimpliSafe.com/Adam Get term life insurance through Ethos today to help protect your family's finances. Get up to $2 million in coverage in just 10 minutes at https://ethoslife.com/ADAM. Thanks to Ethos for sponsoring us! QualiaLife.com/Adam http://OReillyAuto.com/Adam