Episode Description
There are three types of investment income: interest, dividends, and capital gains. Do you know how each is generated, reported, and taxed?
You are in luck – we cover all this and more, emphasizing the importance of understanding these concepts for effective financial planning.
We also explain the implications of being a tax resident versus a non-resident, as well as the potential for additional taxes, such as the net investment income tax.
Chapters
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The IM Café Finance / Tax Roastery (Store) Is Live
Grab "the Comprehensive Checklist for Foreign Nationals on Work Visas Leaving the U.S." currently on sale, to celebrate our 50th episode.
If you'd like to work with us on your finances or taxes, check out the process
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Be sure to join the conversation by visiting our page: The International Money Cafe
Or by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook.
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The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
You are in luck – we cover all this and more, emphasizing the importance of understanding these concepts for effective financial planning.
We also explain the implications of being a tax resident versus a non-resident, as well as the potential for additional taxes, such as the net investment income tax.
Chapters
- 00:00 Understanding Investment Income: Interest, Dividends, and Capital Gains
- 10:55 Tax Implications of Investment Income
- 11:55 Conclusion and Resources
-----------------------------------------------------------------------------
The IM Café Finance / Tax Roastery (Store) Is Live
Grab "the Comprehensive Checklist for Foreign Nationals on Work Visas Leaving the U.S." currently on sale, to celebrate our 50th episode.
If you'd like to work with us on your finances or taxes, check out the process
---------------------------------------------------------------------------------
Be sure to join the conversation by visiting our page: The International Money Cafe
Or by following us on social media:- LinkedIn; Instagram; Twitter (X); Facebook.
------------------------------------------------------------------------------------
The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.