Taxes & Tax Planning

Explore the intricacies of taxes and their impact on investments in this comprehensive 1.5-hour video series. Gain valuable insights into minimizing taxes when investing, understanding capital gains taxes, and implementing tax-loss harvesting strategies. Learn about the wash sale rule, tax bracket mechanics, and required minimum distributions. Discover how to prioritize savings, leverage Health Savings Accounts (HSAs) for retirement, and compare traditional and Roth IRAs. Delve into the tax benefits of municipal bonds, interpret brokerage 1099 tax forms, and explore ways to maximize Social Security payments. Find out how to import investment results into TurboTax®, understand early withdrawal rules for retirement accounts, and learn about Coverdell Education Savings Accounts (ESAs) for college savings.

Here’s How to Minimize Taxes When Investing.
Capital Gains Taxes Explained: Short-Term Capital Gains vs. Long-Term Capital Gains.
Tax-Loss Harvesting.
The Wash Sale Rule.
How Do Tax Brackets Actually Work?.
Required Minimum Distributions (RMDs).
How to Prioritize Your Savings.
How HSAs Could Help Your Retirement Savings.
Traditional and Roth IRAs | Simple Steps for a Retirement Portfolio Course.
The Tax Benefits of Municipal Bonds.
How to Read Your Brokerage 1099 Tax Form.
Four Ways to Maximize Social Security Payments.
Import Your Investment Results into TurboTax®.
When Can You Withdraw from A Retirement Account Early?.
Coverdell Education Savings Accounts (ESAs): Saving for College.