O'Reilly logo

Lower Your Taxes - BIG TIME! 2015 Edition: Wealth Building, Tax Reduction Secrets from an IRS Insider, 6th Edition by Sandy Botkin

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

17

Tax Planning for Stock and Bond Investments

Taxation with representation ain’t so hot either.

—Gerald Barzan, humorist

The affects of the federal tax system vary as to how investments are taxed. It does depend on your tax bracket and the type of investment you have. Having an understanding of the tax implications of your investments can make a big difference to your return on investment (ROI) as well as the type of investments that would be most suitable to you.

There are several types of tax implications that can occur. You can either have:

     •   Completely tax exempt. This means that it is exempt from tax completely for both federal and state taxes. Municipal bonds issued by the state where you live would be an example of this.

      ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required