Chapter 24
Your Investments and Taxes
IN THIS CHAPTER
Understanding tax-friendly investment strategies
Comprehending the tax ramifications of reinvesting and dollar-cost averaging
Knowing which tax-favored investments are best
Deciding what investments to sell when and how
Understanding special tax issues with mutual funds and stock options
When you have money to invest, or you’re considering selling investments that you hold outside a retirement account, taxes should be an important factor in your decisions. But tax considerations alone should not dictate how and where you invest your money and when you sell. You also need to weigh issues such as your desire (and the necessity) to take risks, your personal likes and dislikes, and the number of years you plan to hold on to the investment.
Note: This chapter focuses on tax issues relating to investments in mutual funds, exchange-traded funds, stocks, bonds, and other securities. Other chapters in this part of the book cover tax matters ...
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