Investment Gains, Losses And The Taxes Between

Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all.

In this episode, Peter Raskin discusses the role of taxes within financial planning. He discusses the different types of investments, how each is taxed and the role they play in your overall portfolio.

You will learn:

• The difference between tax-deferred and tax-free
• The three income attributes of any type of investments
• Why you might sell a stock at a loss — and the potential advantages of doing so
• How mutual funds work and how they’re taxed