At the Money: How to Pay Less Capital Gains Taxes

Masters in Business

Bloomberg

Business, Investing

4.4 • 2.2K Ratings

🗓️ 24 January 2024

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks.

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0:57.0	Effective tax policy
1:03.0	policy
1:05.0	at the upper end
1:06.0	just reduce taxes for everybody
1:08.0	cutting taxes for individuals and businesses tax tax t a
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1:13.0	One of the most popular innovations of the past 50 years has been the tax qualified account.
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	...

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