04-10-22 Dollars & Sense, Capital Gains Resulting in Unexpected Tax Payment

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

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

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Dollars & Sense is hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families. &nubs;

*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND^® ***

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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.