The Long Game

How Different Investments Are Taxed


Listen Later

In this week's episode, I dive deep into investment taxation and how it impacts your overall returns. Understanding how different investments are taxed is crucial if you're trying to maximize your portfolio's performance.

    • Stocks: Learn about capital gains taxes, dividends, and the importance of holding periods
    • Bonds: Discover the tax implications of corporate, treasury, and municipal bonds
    • ETFs and Mutual Funds: Understand the differences in tax treatment and why ETFs may be more favorable
    • Cryptocurrency: Get insights on capital gains, staking, and the unique aspects of crypto taxation
    • REITs: Explore the tax inefficiencies of real estate investment trusts
    • Real Estate: Learn about income tax, depreciation, and capital gains exclusions for primary residences

  • ---------

    ✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠

    ✅ My personal blog & newsletter: ⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠

    Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Long GameBy Thomas Kopelman

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    64 ratings


    More shows like The Long Game

    View all
    Masters in Business by Bloomberg

    Masters in Business

    2,174 Listeners

    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,368 Listeners

    Main Street Business by Mark J Kohler and Mat Sorensen

    Main Street Business

    588 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    565 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    1,998 Listeners

    The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

    The Perfect RIA

    454 Listeners

    Down the Middle by Peter Mallouk & Jonathan Clements

    Down the Middle

    142 Listeners

    The Long View by Morningstar

    The Long View

    885 Listeners

    Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    Kitces and Carl - Real Talk for Real Financial Advisors

    241 Listeners

    Barron's Advisor by Barron's Advisor

    Barron's Advisor

    108 Listeners

    The Investopedia Express with Caleb Silver by Investopedia

    The Investopedia Express with Caleb Silver

    236 Listeners

    The Long Term Investor by Peter Lazaroff

    The Long Term Investor

    127 Listeners

    Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    43 Listeners

    The Morgan Housel Podcast by Morgan Housel

    The Morgan Housel Podcast

    988 Listeners

    Moneywise by Hampton

    Moneywise

    646 Listeners