Episode 77: Ordinary Brokerage Account Tax Basics And Related Questions From Brian And Jamie

Apr 26, 2021

30:39

In this episode we go through the basics about the taxation of ordinary brokerage accounts at an elementary level and answer questions from Brian and Jamie about taxation of intermediate savings and tax location approaching retirement. Links:

Tax Schedules for Ordinary Income: 2021 Tax Brackets and Other Tax Changes (investopedia.com)

Long-Term Capital Gains Information and Tax Schedules: Capital Gains Tax 101 (investopedia.com)

Bogleheads on Investing Episode 032: Phil DeMuth, host Rick Ferri (podbean.com)

Using the Zero Percent LTCG's Rate In Retirement: Never Pay Taxes Again - Go Curry Cracker!