Your Cheat Sheet to Taxes for Investors

投资者的税务速查表

WSJ Your Money Briefing

新闻

2025-02-25

10 分钟
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Investors with assets in taxable accounts could be eligible for favorable tax rates on investment income like their capital gains and dividends. Wall Street Journal reporter Laura Saunders joins host Ariana Aspuru to discuss what investors need to know before filing their 2024 tax return.  Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • I finally got it!

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  • Then what if I get it?

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  • That's the To-do-Fu-Ken-Min-Kyo-Sai.

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  • Here's your money briefing for Tuesday, February 25th.

  • I'm Mariana Asburu for the Wall Street Journal.

  • If you hold assets and taxable accounts,

  • you could be eligible for favorable tax rates on investment income like capital gains and many dividends.

  • But with the rules, details matter and could save you money.

  • If you have held an investment in a taxable account longer than a year,

  • then it will be taxed at lower long-term capital gains rates.

  • If not, it will be taxed at the same rates as your wages, as your ordinary income.

  • So maybe your rate on your wages is the top rate is 24%.

  • Well, the same rate on a long-term capital gain would be 15%.