28 Nov 2021 Tax Planning Investing Guide
When it comes to tax planning and your investments, it can be difficult to know where to start. First, tax treatment of investments varies based on a number of factors. And you need to understand the potential tax consequences of buying, holding and selling a particular investment. Higher-income taxpayers also need to know when higher capital gains tax rates and the NIIT kick in.
Yet, it’s unwise to make investment decisions based solely on tax consequences — you should consider your investment goals, time horizon, risk tolerance, factors related to the investment itself, fees and charges that apply to buying and selling securities, and your need for cash as well. Vigilance is necessary to achieve both your tax and investment goals. View Investing Tax Planning Guide
Investing Tax Planning Topics
- Capital gains tax and timing
- Being tax-smart with losses
- The wash sale rule
- The net investment income tax (NIIT)
- The 0% rate
- Mutual funds
- Small business stock
- Passive activities
- Income investments
- Investment interest expense
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