[Series 65] 50, Capital Gains Tax Treatment
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The critical difference between short-term capital gains (taxed at ordinary income rates) and long-term capital gains (taxed at preferential rates). - The holding period for long-term capital gains is more than one year, and inherited securities are…
The skinny
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