Will I Have to Pay Taxes on the Sale of My Investment?
Will I Have to Pay Taxes on the Sale of My Investment?
In this video, we go through a flowchart to determine if you’ll pay taxes when you sell an investment.
There are three things we look at:
- The type of account is the investments are in
- The price you bought and sold it at
- How long you’ve owned it
Click here to download the flowchart.
RADIANT Wealth Planning, LLC is a fee-only financial planning and investment management firm located in Newport Beach, CA
Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.
About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.