Blog, Capital Gains, DOLLARS & SENSE Radio Show, Just for Fun
April 10, 2022

04-10-22 Dollars & Sense, Tequila & Travel

Dollars & Sense: Capital Gains Resulting in Unexpected Tax Payment By Freedman Financial

BROADCAST: Dollars & Sense, 04/10/22

Episode Summary: Marc chats about his recent schooling in tequila and how some folks are surprised at their tax obligation… can you say… Capital Gains.

SEGMENT 1: (1:18) Marc discusses his ‘tequila revelation… and answers why your tax obligation for 2021 is an unexpected one for some.

SEGMENT 2: (18:17) Capital gains and taxes, can you minimize distribution?

SEGMENT 3: (35:18) Mortgage rates and housing prices.

SEGMENT 4: (50:53) Listener questions

Tracking #1-05266865


During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

A full complement of Dollars & Sense broadcasts found here. #Enjoy

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