The Personal Finance Podcast cover image

How to Save for Short Term and Long Term Savings Goals (Money Q&A)

The Personal Finance Podcast

00:00

Understanding Cost Basis and Tax Efficiency in Taxable Brokerage Accounts

This chapter discusses the importance of understanding cost basis and tax efficiency in taxable brokerage accounts. It covers topics such as tax-efficient investments, minimizing taxable events, capital gains tax, tax loss harvesting, and creating a diversified tax planning plan.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app