Tax Planning for Stock and Bond Investments

Taxation with representation ain’t so hot either.

—Gerald Barzan, humorist

Chapter Overview

The purpose of this chapter is for you to:

•   Understand the tax consequences of disposing of stocks, bonds, and mutual funds and receipt of dividends.

•   Understand how to compute capital gains and losses.

•   Learn what you need to accomplish in order to reduce your capital gains.

•   Learn about the Wash-Sale rule and how to avoid it.

•   Learn about investment mistakes made by many investors such as:

–   Why you should hold stocks and bonds for more than a year.

–   Why you should keep good records for ...

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