Join our EXCLUSIVE Investing Community at: ClearValueInvesting.com GET 3 FREE STOCKS when you open up a stock account here: a.webull.com/i/ClearValueTax How to Get Started in Stocks and Investing: th-cam.com/video/zuoOyrvg2-I/w-d-xo.html Investing Mistakes to Avoid: th-cam.com/video/eFf3Yk1B1VE/w-d-xo.html Investing Tips for Beginners: th-cam.com/video/KiZwKdTWg18/w-d-xo.html Taxes on Stocks Explained: th-cam.com/video/EKYMbsjUUtE/w-d-xo.html Common Stock Terms: th-cam.com/video/vsN4WLdFdDo/w-d-xo.html Dividend Stocks Explained: th-cam.com/video/kjeosZuC7Uw/w-d-xo.html How to Bet Against Stocks: th-cam.com/video/p0FtB0NZL-M/w-d-xo.html How to Use Call Options To Make You Passive Income: th-cam.com/video/hbLp63AOceo/w-d-xo.html
Thank you realtalk. I've been recovering from a anxiety attack since back in 2018 & I've made more money from the knowledge you've gave since I've lost my job back then. Never stopped fighting to get better especially now I have a one year old son. So deep reverence for what you have done. You're being a blessing big bro Brian. Bless onward, happy Investing g.
@@Mr.JayWay you must file a form 8949 to get back your losses on stocks( make sure that is not wash sale). You can get maximum $,3000. a year for your loss. So even you loss you also must filextax return to get your money back.
Thank you Brian. Now I know the difference between short term and long term capital gains and how much taxes to pay on your capital gains. Valuable information.
Presumably these taxation rules apply to real estate capital gains as well. Great video and a no nonsense explanation style. Instant new subscriber! Keep up the good work.
Thanks again for your weekend time bro, I seriously was just thinking about long term capital gains, literally about an hour ago, this video right on time, SERIOUSLY THANKS 😊
@@davidclark6749 what are u talking about? Clear value tax is so good! They help very very much! If you don’t have anything nice to say, don’t say anything. Thank you clear value tax.
Thanks so much Brian. I just started in crypto this week and doing well already. Needed tax info so I can put it aside. This video was perfect! You’re the man bro!!
Hello, love your channel. What happens if a stock is sold but the money isn't withdrawn from the brokerage account, but reinvested? Capital gain? Thanks and God bless from Ohio
Don't forget the state taxes as well. In California the gain is considered a part of your income. So essentially your capital gains tax is federal rate + state if applicable + niit if applicable. For me the combined three comes to 28%...
Thank You so much for this video. I just started investing in the stock market and learning as I go. This video is super helpful for people like me. Subscribed to your channel hopeful to learn more.
Thxs for the education on capital gains, I really appreciate it bcos I want to learn more about stocks and crypto currency, u explained it very well, hoping u will continue to drop the jewels on us 🤗
Hello Hema’sI would love to inform you that there is and investment you can earn extra cash very reliable you can earn as much as $5000 daily with just $500 Message wang wei on +44 7440 156325 for more information
I was actually reading on the IRS website of what they had to say about long term capital gains on crypto, this video clarified my understanding of what I read. Thank you! Looking forward to cashing out with little to no capital gains tax, and the re-injecting it into other investments 😁
YOOO WHAT ABOUT THESE THINGS------ short term cap. gains numbers? most of us have invested within the past year and would like to know repercussions on pulling out early, also to get small coins you need to use ETH, so are you taxed on buying eth and then swapping for said alt coin?? what about losing money or breaking even? what if you only lose money because of fees? can you write off fees and losses? appreciate you talking to us like we are 5th grade but missed a ton of important info. its would be super helpful to you to start a question poll and make a video based on those common questions. stocks generally dont move around as much as crypto so any clarification to help us deal with uncle sam will help. thank you for the helpful content
This was such an informative video and easy to understand. If I understood everything you were saying im sure everyone else did also. I get confused very easily lol. Now to learn about the short term gains
Your videos are awesome! I wanna thank you for providing great content. I'm new to the stock market and am trying to get a better understanding of how to invest.
Thank you so much for the info! It would be helpful just to have a back and forth transition between a visual representation of the examples (maybe a screen recording of the $50K income + $20K gain example) and back to you. Regardless, really thankful for this video!
First off awesome video thanks. I purchased a stock in April 2020 but have buying more til June 2021. Are all the shares in this stock considered long term or just the shares that have been held from April 2020 to June 2020?
Thank you so much i really appreciate you taking time to clarify investments benifits and tax liabilities. Can you tell us if this tax rate applies to real estate sales i.e. profits.
It's a modified version nessxchilla. There's a thing called depreciation recapture that throws a curve ball in this whole process. I actually have a video specifically for long-term capital gains for real-estate/investment properties.
Thanks for the great video Brian! A question that I have about determining long term vs short term tax rates is what if you buy a stock on a consistent basis? For instance, you buy 1 share of a company every month for 5 years. At the end of 5 years you sell half of your shares (30) for a profit. Are your gains subject to long term tax because you purchased the first 30 shares more than a year before selling or are they subject to short term tax because your most recent purchase was a month ago? I’d really appreciate if you address this question in a future video because I’ve never been able to find the answer. Thank you a ton!
Hey Marc, Most stock investments are scaled on a first in first out basis. So when you go to sell you shares it will calculate which ones you bought first and will only tax you based on that gain. Ex.1 You bought your first stock at 5 dollars, after five years your stock is worth 10 dollars. When you sell it will be long term capital gains on 5 dollars in gains per share. Ex. 2 You kept buying at 1 share per month and by the third year you’re buying shares for 7 dollars a share. At year five when you sell your 30 shares, you will sell the first share for 5 dollars in gains and your 30th share for 3 dollars in gains. Both are long term since they are held for more than a year. Ex. 3 You decide to sell all 60 shares, your first 4 years, ie your first 48 shares will be taxed at the long term capital gains rate. Your last 12 will be taxed as short term capital gains. Luckily you’ve probably made more from your early shares compared to you later shares. You might’ve made 5 dollars a share in your first year, but probably only 1 dollar in gains for your fifth year. Therefore you’d only pay for 1 dollar in gains per share in short term capital gains.
When does the unemployment tax break start hitting our accounts? And how much can we plan on getting I seen anywhere from 1000-3500 how would we calculate that.
Join our EXCLUSIVE Investing Community at: ClearValueInvesting.com
GET 3 FREE STOCKS when you open up a stock account here: a.webull.com/i/ClearValueTax
How to Get Started in Stocks and Investing: th-cam.com/video/zuoOyrvg2-I/w-d-xo.html
Investing Mistakes to Avoid: th-cam.com/video/eFf3Yk1B1VE/w-d-xo.html
Investing Tips for Beginners: th-cam.com/video/KiZwKdTWg18/w-d-xo.html
Taxes on Stocks Explained: th-cam.com/video/EKYMbsjUUtE/w-d-xo.html
Common Stock Terms: th-cam.com/video/vsN4WLdFdDo/w-d-xo.html
Dividend Stocks Explained: th-cam.com/video/kjeosZuC7Uw/w-d-xo.html
How to Bet Against Stocks: th-cam.com/video/p0FtB0NZL-M/w-d-xo.html
How to Use Call Options To Make You Passive Income: th-cam.com/video/hbLp63AOceo/w-d-xo.html
So if I hold my stocks long term atleast ayear I will pay 15% tax but my income is over 500k so how much % it would take Brian? Thank you.
What would happen if I did a short term capital loss and I’m single/make less than $52,000 a year. Would I still pay taxes?
Thank you realtalk. I've been recovering from a anxiety attack since back in 2018 & I've made more money from the knowledge you've gave since I've lost my job back then. Never stopped fighting to get better especially now I have a one year old son. So deep reverence for what you have done. You're being a blessing big bro Brian. Bless onward, happy Investing g.
@@Mr.JayWay you must file a form 8949 to get back your losses on stocks( make sure that is not wash sale). You can get maximum $,3000. a year for your loss. So even you loss you also must filextax return to get your money back.
How will this affect the current housing market? More specifically, how will this affect the supply and demand in our current housing market?
I’ve learned more in these 10min than in one semester in an accounting class..
It was an elective..
I hope TH-cam is paying you well for this lesson we all should have learned in the public education system.
The only thing about finance I remember learning in the PES was how to balance your checkbook, a rather useless skill in these days of online banking
Brian is an awesome professor. Straightforward, clear and concise.
You are helping the next generation learn the things their parents should have taught them.
Kudos. As one of those kids, this was helpful. Thank you.
why no subscribers ? 😂🤮💩🍆🍩🍆
I'm completely new to investing and I greatly appreciate your videos and how well you explain things
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
One of the few videos that explains the incremental nature of capital gains tax and how it interacts with ordinary income.
I love how you are not reading now and it's edited to get to the point faster! Great Job
my man goes straight to the point, thank you very much for these free lessons.
No. Sir. Thank you. I appreciate your tone and it is crisp so forward. To me it’s almost a MUST learning approach.
@W:h:a:t:s:A:p:p=N:0:w.+1(7=7=5)(5=5=7(7=5=3=8)
You are the very best financial advisor!! Thank you
Thank you Brian. Now I know the difference between short term and long term capital gains and how much taxes to pay on your capital gains. Valuable information.
This guy really knows what he's talking about. Great way of explaining it.
Brian thanks for your clear, easy and understanding videos. Stay safe
@W:h:a:t:s:A:p:p=N:0:w.+1(7=7=5)(5=5=7(7=5=3=8)
Wow! Thanks for the information Brian ! It really help me to know what I been wondering about stocks , you explain so well , ☺️👍🏼👍🏼
thank you for all your kindness Brian, it's very helpful :)
*I'll introduce you to life changing investment*
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
Wow, great information and very clear. Thanks for everything!
Thank you WatlerL for that feedback and all your support! I hope you have a very nice weekend!
The breakdown was so clear .thanks!
The explanation was clear and precise! Great video!
Presumably these taxation rules apply to real estate capital gains as well. Great video and a no nonsense explanation style. Instant new subscriber! Keep up the good work.
Thank you so much! I feel much better about my financial knowledge after watching your videos
I'm so happy to hear that! Thank you for that feedback and all your support Daniel, I appreciate it so much!
Thanks again for your weekend time bro, I seriously was just thinking about long term capital gains, literally about an hour ago, this video right on time, SERIOUSLY THANKS 😊
Excellent timing for both of us then Worm! It's always great seeing you and I hope this video helps!
@@davidclark6749 what are u talking about? Clear value tax is so good! They help very very much! If you don’t have anything nice to say, don’t say anything.
Thank you clear value tax.
You are an amazing person for giving us this video for FREE!!! The knowledge you give helps so much
Thank you for this video, it clarified some questions that I had.
Your videos were really helpful, thank you!!
Helps a lot when you do tax return! Thank you, Brian!
Brian thanks for all your knowledge I watch all your videos
Thanks so much Brian. I just started in crypto this week and doing well already. Needed tax info so I can put it aside. This video was perfect! You’re the man bro!!
Your ability to simplify and with examples is extraordinary 👌
You always have intelligent information for people thank you 😊
why no subscribers ? 😂🤮💩🍆🍩🍆
Awesome video!
Thanks for the education on Capital Gains!
You made it very clear!
Thank you for these videos they are very helpful specially for beginners like me.
Thank you Brian for all you teach us.
Very informative and simple explanation..thank you
You are such a good teacher I was totally able to follow all of that thank you for the clear explanation
Very clear and concise explanation. Thank you for clarifying things for me.
This video is needed for newbies like me. Thanks B!
Omg! Thank you so much. This video was extremely helpful.
I know this video is old, but thanks for sharing this. Your style of teaching is very easy to understand, and I learned something today!
Thank for the great explanation!
I like and appreciate how thoroughly explained this matter is in this video s2
I learn so much from this channel
I am so happy to hear that Ricostory65! Thank you for all your support, I appreciate it so much!
@@clearvaluetax9382 I am currently looking into investing and I came here first to learn about this kinda thing
Hello, love your channel. What happens if a stock is sold but the money isn't withdrawn from the brokerage account, but reinvested? Capital gain? Thanks and God bless from Ohio
Don't forget the state taxes as well. In California the gain is considered a part of your income. So essentially your capital gains tax is federal rate + state if applicable + niit if applicable. For me the combined three comes to 28%...
You are amazing teacher, I learned so much from you! Thank you.
why no subscribers ? 😂🤮💩🍆🍩🍆
so love your videos Brian! you are the best!
You are awesome!
This was so helpful. Thank you!!!
Thank you!!! Very informative content👍
Thank You so much for this video. I just started investing in the stock market and learning as I go. This video is super helpful for people like me. Subscribed to your channel hopeful to learn more.
Thanks for your feedback, for more guidance, support and investment.
+= 1=5=0=3=7=5=5=5=8=8=5
@ W=H=A..T=S=A=P=P........
This channel is underrated🔥🔥 I got a question tho, where can I find those brackets saying the amount that has to be taxable and the percentages?
Informative and knowledgeable. Thank you Brian! Have a blessed weekend.
Thank you Brian
I appreciate your time
Blessings 👏
Your videos are great! Simple and to the point, thank you!
As always: You’re very reliable with the way you teach the information we need to learn the way around taxes and stocks. Thx Brian!
*I'll introduce you to life changing investment*
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
very informative. this single video answered so many of my questions. Thanks!
Hey brian i like the way you explained very clearly
Thxs for the education on capital gains, I really appreciate it bcos I want to learn more about stocks and crypto currency, u explained it very well, hoping u will continue to drop the jewels on us 🤗
why no subscribers ? 😂🤮💩🍆🍩🍆
Very good information Brian!! Love your content, very informative and to the point!
Thank you for that kind comment and all your support Vinh! I appreciate it so much!
*I'll introduce you to life changing investment*
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
Thanks so much! This info was taught very simply!
You are always so crystal clear, thank you. I have learned a lot from your video.
Hello Hema’sI would love to inform you that there is and investment you can earn extra cash very reliable you can earn as much as $5000 daily with just $500
Message wang wei on +44 7440 156325 for more information
I was actually reading on the IRS website of what they had to say about long term capital gains on crypto, this video clarified my understanding of what I read. Thank you! Looking forward to cashing out with little to no capital gains tax, and the re-injecting it into other investments 😁
*I'll introduce you to life changing investment*
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
Awesome video, super helpful, thank you Brian!
Thanks for explaining so well for rookies ! Love this channel.
Thanks for your feedback, for more guidance, support and investment.
+= 1=5=0=3=7=5=5=5=8=8=5
@ W=H=A..T=S=A=P=P........
YOOO WHAT ABOUT THESE THINGS------
short term cap. gains numbers?
most of us have invested within the past year and would like to know repercussions on pulling out early, also to get small coins you need to use ETH, so are you taxed on buying eth and then swapping for said alt coin?? what about losing money or breaking even? what if you only lose money because of fees? can you write off fees and losses?
appreciate you talking to us like we are 5th grade but missed a ton of important info.
its would be super helpful to you to start a question poll and make a video based on those common questions.
stocks generally dont move around as much as crypto so any clarification to help us deal with uncle sam will help.
thank you for the helpful content
Great video and very down to Earth explanation ! Thank You!
Good to learn the smart ways to play the game. Thank you and I hope you also make lots of money.
This was such an informative video and easy to understand. If I understood everything you were saying im sure everyone else did also. I get confused very easily lol. Now to learn about the short term gains
Good stuff Brian.
Appreciate it
Thank you. You are so helpful!!!
Thanks for watching
W%H%A%T%S%A%P%P=M%E%@(+1°^7°^0°^1°^4°^8°^4°^2°^3°^7°^8)
Hey Brian, Thank you so much for all that you do :) I really enjoy your Channel, it is so helpful ..
I am so happy to hear that! Thank you for that feedback and all your support, I appreciate it so much Trinetteblue!
Your videos are awesome! I wanna thank you for providing great content. I'm new to the stock market and am trying to get a better understanding of how to invest.
thank u , this information i couldnt even find in google
Thank you Brian for all the knowledge you are so diligently teaching us. I learned a lot from you and cannot thank you enough. Have a blessed day.
*I'll introduce you to life changing investment*
+⑴⑵⑸⑷⑵⑺⑹⑻⑷⑷⑹
*Text on what$@pp*
Thank you so much for the info! It would be helpful just to have a back and forth transition between a visual representation of the examples (maybe a screen recording of the $50K income + $20K gain example) and back to you. Regardless, really thankful for this video!
Excellently explained thank you!!
You're a great teacher. Thank you.
Happy Saturday
Love this video. Thanks so much. I wish you were in WY !
First off awesome video thanks.
I purchased a stock in April 2020 but have buying more til June 2021. Are all the shares in this stock considered long term or just the shares that have been held from April 2020 to June 2020?
Thanks for the great video and information. Will you be doing a video on Short Term investments?
Man I'm so glad that I found this channel this guy and his rhetoric explain things so extremely well that it makes me think of him so highly
I appreciate that so much, thank you for those generous words Tyler. I appreciate your support VERY, VERY MUCH!
Thank you for educating us.
This guy is a goat with his perfect explanation
Thank you so much i really appreciate you taking time to
clarify investments benifits and
tax liabilities. Can you tell us if
this tax rate applies to real estate
sales i.e. profits.
It's a modified version nessxchilla. There's a thing called depreciation recapture that throws a curve ball in this whole process. I actually have a video specifically for long-term capital gains for real-estate/investment properties.
Zero tax is good. We are retired on fixed income. We should be under the max income, easy. I will research it. Thanks for the information!
Thanks for the great video Brian!
A question that I have about determining long term vs short term tax rates is what if you buy a stock on a consistent basis? For instance, you buy 1 share of a company every month for 5 years. At the end of 5 years you sell half of your shares (30) for a profit. Are your gains subject to long term tax because you purchased the first 30 shares more than a year before selling or are they subject to short term tax because your most recent purchase was a month ago?
I’d really appreciate if you address this question in a future video because I’ve never been able to find the answer. Thank you a ton!
Hey Marc,
Most stock investments are scaled on a first in first out basis. So when you go to sell you shares it will calculate which ones you bought first and will only tax you based on that gain.
Ex.1
You bought your first stock at 5 dollars, after five years your stock is worth 10 dollars. When you sell it will be long term capital gains on 5 dollars in gains per share.
Ex. 2
You kept buying at 1 share per month and by the third year you’re buying shares for 7 dollars a share. At year five when you sell your 30 shares, you will sell the first share for 5 dollars in gains and your 30th share for 3 dollars in gains. Both are long term since they are held for more than a year.
Ex. 3
You decide to sell all 60 shares, your first 4 years, ie your first 48 shares will be taxed at the long term capital gains rate. Your last 12 will be taxed as short term capital gains. Luckily you’ve probably made more from your early shares compared to you later shares. You might’ve made 5 dollars a share in your first year, but probably only 1 dollar in gains for your fifth year. Therefore you’d only pay for 1 dollar in gains per share in short term capital gains.
Thank you Brian!! Appreciate this video.
Well done! i like the examples, easy to follow. A suggestion how about a whiteboard or an overlay so people can see the numbers.
Great teaching. Need it for future.
i learned so much, thank you
Most informative Thanks you !
Please do a video on short capital gains. You are awesome
I already did about 4 months ago Florencio. Please check it out =) Thank you for all your support!
Heyyy!!!!! My apologies for being late! Very informative and enjoyable!!!! Well done! Everyone enjoy the weekend! Smiles Always!
I love these vids. No chit chat BS...just directly into the info. I'm sharing this with my fam.
Thank you UltraVi0lent Ray for that generous comment and all your feedback and your support! I appreciate it so much, thank you!!!
Thank you for your videos.
When does the unemployment tax break start hitting our accounts? And how much can we plan on getting I seen anywhere from 1000-3500 how would we calculate that.
Thanks for watching
W%H%A%T%S%A%P%P=M%E%@(+1°^7°^0°^1°^4°^8°^4°^2°^3°^7°^8)
Again Brian you nailed it!!!
Thank you Brian!!
I'm long on crypto and this really helps!!
Thank you Brian for sharing with us💜💜
I love the Saturday stock market news!!!
Thank you for that Deonte! I appreciate your support very much!
I want to get into stock but gow do you follow it daily?