
Summary of Stocks and Taxes
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Summary of Stocks and Taxes
The bottom line
As you can see, taxes can have a meaningful impact on your long-term investment performance. Investing in stocks without regard to the tax impact can greatly reduce your return. But by understanding the basic framework of investment taxation and using a few simple tax-planning strategies, you can work to maximize the only number that matters in the end: the amount of money that goes into your pocket.
What you have learned
- Ordinary Income versus Capital Gains
- Tax-Advantaged Accounts for Stocks
- Tax Planning 101 for Stocks