Introduction to Stocks and Taxes

Unlike death, taxation can at least be minimized. In this lesson, we will examine the basic framework of individual taxation in the United States as it relates to stock investing and review some simple steps you can take to be a more tax-efficient investor.

The information in this lesson is not necessarily exclusive to stock investing; much of it is also relevant to mutual fund investing. Nevertheless, if you are going to invest in any asset class, including stocks, it is imperative to understand exactly how taxes work so you may keep as many dollars as possible in your pocket and away from Uncle Sam.