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Unlock the secrets of long-term capital gains with our financial whiz Ryan Nelson from Alchemy Wealth Management, and ease the mystery around your investment taxes. We'll walk you through the different tax rates for various income levels, especially for married couples filing jointly, and show you how to optimize your portfolio for tax efficiency. With Ryan's expertise, we dissect the ins and outs of long-term capital gains, comparing them to regular income, and revealing why timing is everything when it comes to holding your investments.

This week's conversation isn't just about numbers; we infuse a little flavor into the fiscal chat with personal stories, like the art of home winemaking. While we navigate the complexities of brokerage versus retirement accounts, like Roth IRAs and 401(k)s, we also remember to toast to the joys of life beyond the balance sheet. So, pour yourself a glass of your favorite vintage and join us as we blend professional insights with personal passions, all to help you craft a more fruitful financial future.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

And, as always, STAY THE COURSE!