Radio: Knowing When to Realize Capital Gains

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David Marotta was interviewed on 6/9/2015 on radio 1070 WINA’s Schilling Show discussing the capital gains tax, how to figure out when to realize capital gains, and how much to realize when you do decide it is time.

Listen to the show here for tips on how to strategically minimize capital gains tax when balancing your accounts:

Photo used under Flickr Creative Commons license.

Follow Austin Fey:

Wealth Manager

Austin Fey is a Wealth Manager at Marotta Wealth Management, specializing in charitable giving and asset allocations. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.