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How Your Investments Are Taxed

Not all investment gains are taxed the same!

๐’๐ž๐ฅ๐ฅ ๐š ๐ฌ๐ญ๐จ๐œ๐ค ๐ข๐ง ๐ฎ๐ง๐๐ž๐ซ ๐š ๐ฒ๐ž๐š๐ซ? Short-term gains = taxed as ordinary incomeโฃโฃ

๐‡๐จ๐ฅ๐ ๐ข๐ญ ๐Ÿ๐จ๐ซ ๐จ๐ฏ๐ž๐ซ ๐š ๐ฒ๐ž๐š๐ซ? You get the lower ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐œ๐š๐ฉ๐ข๐ญ๐š๐ฅ ๐ ๐š๐ข๐ง๐ฌ ๐ซ๐š๐ญ๐ž๐ฌ (0%,15%, or 20% depending on income)โฃโฃ

๐„๐š๐ซ๐ง ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ ๐Ÿ๐ซ๐จ๐ฆ ๐ก๐ข๐ ๐ก-๐ฒ๐ข๐ž๐ฅ๐ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐จ๐ซ ๐‚๐ƒ๐ฌ? Thatโ€™s taxed at ordinary income too. โฃโฃ

๐—ช๐ข๐ญ๐ก๐๐ซ๐š๐ฐ๐ข๐ง๐  ๐Ÿ๐ซ๐จ๐ฆ ๐ฉ๐ซ๐ž-๐ญ๐š๐ฑ ๐Ÿ’๐ŸŽ๐Ÿ๐ค ๐จ๐ซ ๐“๐ซ๐š๐๐ข๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ˆ๐‘๐€? Ordinary income tax applies + a ๐Ÿ๐ŸŽ% ๐ฉ๐ž๐ง๐š๐ฅ๐ญ๐ฒ ๐ข๐Ÿ ๐ฎ๐ง๐๐ž๐ซ ๐Ÿ“๐Ÿ—.๐Ÿ“.โฃโฃ

๐๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐ž๐ ๐‘๐จ๐ญ๐ก ๐ˆ๐‘๐€ ๐ฐ๐ข๐ญ๐ก๐๐ซ๐š๐ฐ๐š๐ฅ๐ฌ? are ๐“๐š๐ฑ-๐…๐ซ๐ž๐žโฃโฃ
โฃโฃ
๐”๐ง๐๐ž๐ซ๐ฌ๐ญ๐š๐ง๐๐ข๐ง๐  ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐ญ๐š๐ฑ๐ž๐ฌ = ๐ฆ๐จ๐ซ๐ž ๐ฆ๐จ๐ง๐ž๐ฒ ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐ฉ๐จ๐œ๐ค๐ž๐ญ โฃโฃ

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KT Wealth Management is not a registered broker-dealer nor a registered investment advisor.
KT Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC โ€ข Member: FINRA, SIPC โ€ข Registered with MSRB
Clearing agent: Fidelity Clearing & Custody Solutions. Advisory services offered through Vanderbilt Advisory Services.
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