Join Dean Tellone in Episode 13 of Mastering Finance as we demystify capital gains and show you exactly how they impact your investment returns. You’ll learn in plain English how gains are triggered when you sell an asset, why holding periods matter (short‑term vs. long‑term), and how those differences translate into your tax bill. We’ll cover which assets—from stocks and bonds to real estate, crypto, and collectibles—are subject to capital gains tax, and how your income level determines whether you pay 0%, 15%, or 20% (plus any additional surtaxes).
Along the way, Dean walks you through real‑world scenarios: selling appreciated shares, leveraging the primary‑home exclusion, rebalancing a portfolio in a taxable account, and even using losses to offset gains with tax‑loss harvesting. You’ll also get actionable tips—like timing your sales in low‑income years, sheltering trades inside tax‑advantaged accounts, and using 1031 exchanges for real estate—to keep more of your investment profits working for you.
Ready to make capital gains taxes work in your favor? Dive deeper into strategies, charts, and tools at:
Popular Podcasts
Are You A Charlotte?
In 1997, actress Kristin Davis’ life was forever changed when she took on the role of Charlotte York in Sex and the City. As we watched Carrie, Samantha, Miranda and Charlotte navigate relationships in NYC, the show helped push once unacceptable conversation topics out of the shadows and altered the narrative around women and sex. We all saw ourselves in them as they searched for fulfillment in life, sex and friendships. Now, Kristin Davis wants to connect with you, the fans, and share untold stories and all the behind the scenes. Together, with Kristin and special guests, what will begin with Sex and the City will evolve into talks about themes that are still so relevant today. "Are you a Charlotte?" is much more than just rewatching this beloved show, it brings the past and the present together as we talk with heart, humor and of course some optimism.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.