This time of year everyone is thinking taxes! With that in mind, I am going to feature a guest authored mini-series this week about saving on taxes! Our guest author is Bob O'Brien, a senior instructor at mywealth.com who will offer some great ways to stave off the tax man!
Below is post 3 of 6 - Enjoy!
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3. Keep Stocks & Capital Investments in Accounts Subject to Capital Gains
This compliments my last point. With a 15% capital gain and dividend rate, why not? In addition, if you have losses you will be able to sell and harvest the losses to offset future gains. Remember if you have all of these in a 401k/IRA that’s OK, but if when you have money outside the IRA you generally keep the bonds in the IRA and the stocks outside.
Check back tomorrow for part 4 of our 6 part series from guest author Bob O'Brien, or subscribe below to ensure you don't miss it!
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