• 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 determining basis for both stock investments and for mutual funds and the methods allowed by the IRS ...
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