12-24-2021 - Christmas Eve Show - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 December 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Dividends & Taxes, Bonds vs. Preferred Stocks, Selling Roth I-R-A Stocks, Pay Mortgage or Retirement Plan, Natural Gas, Transaction Fees, Return on Invested Capital, Fixed Income Alternatives, Quick Ratio, 401k Contributions, Convertible Securities, Investing Options, Chart Reading Books, Investing for Retirement, Saving to Buy a House, Dividends, Inflation.
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Transcript
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| 0:00.0 | On radio, streaming live on InvestTalk.com and for our podcast subscribers, this is InvestTalk |
| 0:11.7 | above average investing for the average investor. |
| 0:16.6 | Invest talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:22.4 | clients throughout the United States. |
| 0:26.1 | Now KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:32.3 | You're listening to an encore presentation of InvestTalk. |
| 0:36.2 | Please call with your questions and comments though, 888-99 Chart, 888-99CHRT, and |
| 0:43.4 | Steve will answer them on the next InvestTalk. |
| 0:46.8 | Welcome to InvestTalk, above average investing for the average investor. |
| 0:51.4 | We try to bring you useful information and answer any questions you might have as long |
| 0:56.0 | as they're financial. |
| 0:57.0 | Hi, this is Dan from Walnut Creek, California, and I had a question on dividends. |
| 1:02.1 | I was wondering, if you reinvest dividends, do you get taxed twice for them once at the |
| 1:08.0 | end of the year, and then once when you go and sell that stock? |
| 1:12.1 | Thank you. |
| 1:13.1 | No, you get taxed by the dividend, and if you reinvest the dividend into more shares, |
| 1:18.1 | your cost basis changes because you're buying more shares at that time of the dividend |
| 1:23.2 | be an issue to you. |
| 1:24.2 | So your cost basis changes for that purchase. |
| 1:29.9 | Therefore if the stock doesn't go up from there, there will be no capital gains from |
| 1:33.7 | that purchase. |
| 1:34.8 | If you bought the other shares at lower price, you'll have capital gains for them, okay? |
... |
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