FINRA Exam Tips and Career Advice - Achievable Podcast · Achievable
Taxes on options (Series 4, Series 7, and Series 9)
May 22, 2024·14 min·1 clip
Brandon Rith reveals the simple tax rule for options that expire: it's always a capital gain or loss based on the premium.
As heard by us
A clean walk through option tax rules that makes the moving parts easier to hold onto.
Taxes on options turns a tricky test topic into a series of plain moves. Brandon Rith and Tyler keep attention on what the investor is doing at each step, then map that to whether the result is reportable, taxable, or tax-deductible.
Why you'd press play
If option taxes keep blurring together, this breaks them into test-day rules.
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