Tax-Efficient Investments And Trading Strategies

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[{"selector":"#anim-4f730592-43c7-4178-9ec4-ea11c4a19291","keyframes":{"transform":["translate3d(115.18987%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":870,"easing":"cubic-bezier(.2, 0, .8, 1)","fill":"both"}] [{"selector":"#anim-62dee880-fb21-4696-a67b-c563c64290ec","keyframes":[{"transform":"rotateZ(180deg)"},{"transform":"rotateZ(0deg)"}],"delay":0,"duration":1000,"easing":"cubic-bezier(.2, 0, .5, 1)","fill":"forwards"}] It’s crucial to know how an investment is going to be taxed because ideally you’d want more tax-efficient investments in a taxable account. Learn more

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[{"selector":"#anim-56100149-3d94-4df5-94f2-6f0166a7b422","keyframes":{"transform":["translate3d(-115.06411%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":870,"easing":"cubic-bezier(.2, 0, .8, 1)","fill":"both"}] [{"selector":"#anim-b725ea22-154e-467f-a729-4502763a5961","keyframes":[{"transform":"rotateZ(-180deg)"},{"transform":"rotateZ(0deg)"}],"delay":0,"duration":1000,"easing":"cubic-bezier(.2, 0, .5, 1)","fill":"forwards"}] Municipal bonds Interest is generally exempt from federal taxes, and state or local taxes if the investor lives within that municipality. Learn more

[{"selector":"#anim-e1f18570-b2a7-49f4-b7c7-6695aa2448ce","keyframes":{"transform":["translate3d(-115.4088%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":870,"easing":"cubic-bezier(.2, 0, .8, 1)","fill":"both"}] [{"selector":"#anim-e6dea2a5-25f4-4366-b034-75c1142409c8","keyframes":[{"transform":"rotateZ(-180deg)"},{"transform":"rotateZ(0deg)"}],"delay":0,"duration":1000,"easing":"cubic-bezier(.2, 0, .5, 1)","fill":"forwards"}] Stocks that do not pay dividends Assuming you’ve held it longer than a year, selling a non-dividend paying stock is likely lower than the tax you’d pay on ordinary dividends. Learn more

[{"selector":"#anim-50083875-71d2-4b02-a324-2c0d254d8762","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-309719f7-de70-42a7-bb3f-188aee9fb226","keyframes":{"transform":["translate3d(0px, 149.44035%, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Swipe up to learn more! Learn more