Playbook School of Wealth

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How to avoid capital gains tax on stocks: 7 key strategies

With the right investment strategies and financial planning, you can legally reduce and even avoid paying capital gains taxes on stocks.

Written by

Theo Katsoulis, CFA

Head of Investments

Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.

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Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

March 6, 2024

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8 min read

Featured

Differences between IRA vs. 401(k) + which is right for you

An IRA is independently owned, while a 401(k) is employer-provided. Their contribution limits, tax advantages, and individual perks vary, so learn more about how to stack these tax-advantaged accounts for your retirement.

Written by

Phil Wettersten, Series 7 & 66

Head of Product Success

Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

March 6, 2024

•

7 min. read

Featured

Should I max out my 401(k)? Strategic contribution tips

It might not be realistic to max out your 401(k), but you can still effectively save for retirement. Learn how to determine the right contribution for your strategy.

Written by

Theo Katsoulis, CFA

Head of Investments

Theo brings an extensive background in Institutional Asset Management. With a B.A. from Villanova University's School of Business, and having passed the rigorous Series 65 and CFA examinations, he brings significant expertise from portfolio management to understanding intricate financial infrastructures. As Head of Investments at Playbook, he ensures consumers receive exceptional diligence and care for their investment portfolios.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

March 6, 2024

•

7 min. read

Featured

Financial planner vs advisor: which one to choose?

Financial planners will help you develop long-term financial plans, while financial advisors usually provide services in one specific arena (like investing).

Written by

Phil Wettersten, Series 7 & 66

Head of Product Success

Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

March 6, 2024

•

7 min read

Featured

2023 Capital gains tax calculator and tax guidance

Use our capital gains tax calculator to estimate how much you owe after selling an asset, plus tips to reduce your own taxes.

Written by

Phil Wettersten, Series 7 & 66

Head of Product Success

Phil holds both Series 66 and Series 7 credentials and previously served as an Investment Consultant at TD Ameritrade. At Playbook, he's the authoritative voice representing our customers, spearheading product enhancements and strategic planning. Phil's unwavering dedication keeps us ahead in delivering top-notch user experiences.

•

Reviewed by

Tanza Loudenback, CFP®

Editor

Tanza is a CFP® certificant, writer, and editor. From 2015 to 2021, she was a top-read author and editor at Insider. Her work focuses on helping people make smart decisions with their money and is published by a variety of online publications.

March 6, 2024

•

5 min. read

School of wealth

How to avoid capital gains tax on stocks: 7 key strategies

Differences between IRA vs. 401(k) + which is right for you

Should I max out my 401(k)? Strategic contribution tips

Financial planner vs advisor: which one to choose?

2023 Capital gains tax calculator and tax guidance

How to transfer 401(k) to a new job: 6 steps to move your savings with confidence

15 best tips for high earners to reduce taxable income (2024)

IRA rollover vs. transfer: Which option is best for your wallet?

14 best tax-free investments to build an efficient portfolio

How to find old 401(k) accounts + what to do with them

The founding father of F-you money.

What’s the deal with art investing?

Building wealth with the 50-30-20 rule.

Explore categories

How to avoid capital gains tax on stocks: 7 key strategies

Differences between IRA vs. 401(k) + which is right for you

Should you make a 401(k) bonus contribution?

Profit-sharing plans vs. 401(k)s: Which is best for retirement?

2023 Capital gains tax calculator and tax guidance

Mega backdoor Roth limit for 2024 + How it works

Tax-deferred: Meaning, how it works + examples

15 best tips for high earners to reduce taxable income (2024)

How to check your 401(k) balance: Online, phone, and more

Can I cash out my 401(k) while still employed? Yes, here’s how

Should I max out my 401(k)? Strategic contribution tips

Can I change my 401(k) contribution at any time?

About Playbook

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It’s hard to beat the market, but it’s easy to beat the tax man.

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