• Investment Planning: Should you sell while taxes are lower?

  • Jun 13 2024
  • Length: 12 mins
  • Podcast

Investment Planning: Should you sell while taxes are lower? By cover art

Investment Planning: Should you sell while taxes are lower?

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  • Summary

  • No one has a crystal ball that will tell them what will happen with tax rates in the future and we certainly can’t predict what will happen, but the expectation for many people is that rates will only be going up from where they are right now.

    With that in mind, does it make sense to sell investments off ahead of those possible tax increases in order to take advantage of the lower rates? We’ve been talking to our clients at Rosewood Wealth Management about tax planning strategies that will position them better over time but does it make sense in this specific situation? We’ll break that down in this video.

    Here’s what we discuss in this episode:

    0:00 – Intro on tax rates

    1:32 – Today’s question

    4:13 – Charitable giving strategies

    9:32 – Capital gains taxes

    Connect with us:

    Web: https://rosewoodwealthmanagement.com/

    Phone: 919-391-3446
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