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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Types of Capital Gains

In this video, Rob Auclair discusses capital gains and what they mean for you during tax season. This type of income can sneak up on you if you aren’t careful! It’s essential to understand how it works so that you are well-prepared to handle the taxes from it.

Topics Discussed:

  • What are capital gains?
  • Types of capital gains
  • Ordinary long-term capital qualified dividend tax rates
  • What to expect when it comes to investment fees

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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