How To Borrow Against Your Stocks | Jazz After Dark 🎺

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[tsstelco-goldcoast]

The Bob Ross of finance 👌 I was just listening to a rambling nerd talking about the same topic, and I cut the video short because it was getting too irritating. Then I turned into this channel.Very nice to listen to! Sit back, relax and increase your financial IQ with ease

[mddw]

Great information as usual, I liked the where you went with going the extra for 2023!!

[ICantSpellDawg]

This is great, thank you.

Taxable looks better and better as I get older. I remember that a CPA told me that the taxable account was the most overlooked account for low to medium earning families.

The ability to control AGI in retirement and pay 0% cap gains or dividends is amazing. Having the ability to borrow against taxable account values of over 100k and earn growth or dividends income is the next level. Harvesting is just the icing on too

[nickbrian]

Dustin is on fire 🔥🔥🔥
Love these Jazz after dark videos, I much appreciate the more casual vibe!

[AlexRodriguez-npxx]

Love you're videos. Always learning new things.

[Mazlem]

I've been trying this out with the fund JEPI. It pays a monthly dividend and so far has produced twice as much as the interest payments, so it's helping pay down the loan too.

[marsajib]

soooo theoretically, it can be borrowed agaisnt stocks then go back and buy stocks with the same money and generate dividend to pay it off

[Φως-ξ]

Great information, thanks for sharing your knowledge in such a clear way.

[lucadellasciucca]

This doesn t make sense. If you borrow a million dollars you don t have to give back 40k but 1 million and 40k. Where does the million come from?

[jasoni]

Very good info! Please do a vid on borrowing on margin! Thanks for all you teach us

[DrumlinFarm]

First time watching, great information. Well done.

[ivangracia]

the second best thing of the video is the advice, the best thing is the glass

[OrwellionFeverDreamCouchPotato]

The trick with this is obviously the debt and risk management. Thanks for illustrating the foundations for how this works.

[mylifeonthebeach]

If it is an SBLOC you are restricted from buying more securities with loan proceeds.

[ErickaWilliamsCC]

exactly. most my dividends are 9% or more. this is my real estate goal get 1 million in account to continually borrow from account.

[MrDavid]

What happens if the loan is not repaid? Does the borrower hand over shares to the lender, or does the borrower have to sell shares to repay the lender?

[kimberlycarmichael]

This is helpful, thank you! My only question is if you use this to pay for whatever you want, i.e. monthly expenses, etc. How do you pay off the principal of the money you borrowed?

[mikeng]

Good info with some fluff. I’ll check out a few more. Thanks. BTW Redbreast Irish (12 year) FTW.

[SolzheBitsyn]

Great video, but I would really like one that goes through a five year hypothetical scenario in which someone borrows $X against their $Y portfolio ... how does it look when they take out another loan to pay off the first loan?

[natelammers]

How do Mortgage lenders look at this loan for a down payment versus selling part of your portfolio and having cash on hand for the down payment?