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Dollars & Sense: Capital Gains Resulting in Unexpected Tax Payment

Dollars & Sense: Capital Gains Resulting in Unexpected Tax Payment

April 10, 2022

Dollars & Sense, Tequila & Travel

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.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

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

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