Tax-Efficient Investment Planning

12 CQ
3 Lessons
Course Info
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    5 CQ
    1. When to Pay Taxes on Investments
    A lesson with Vince Covino
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    Do you need help deciding when to pay taxes on investments? This lesson from Vince Covino can help you make a good decision about deferring taxes.

    When to Pay Taxes on Investments
    with Vince Covino

    Do you need help deciding when to pay taxes on investments? This lesson from Vince Covino can help you make a good decision about deferring taxes.

  • Playing
    4 CQ
    2. Capital Gains Tax Strategies
    A lesson with Vince Covino
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    Is your investment portfolio set up for optimal net returns? Learn how to lower or eliminate capital gains taxes in this lesson from Vince Covino.

    Capital Gains Tax Strategies
    with Vince Covino

    Is your investment portfolio set up for optimal net returns? Learn how to lower or eliminate capital gains taxes in this lesson from Vince Covino.

  • Playing
    3 CQ
    3. Tax Bracket Planning & Strategies
    A lesson with Vince Covino
    View lesson

    Is your investment portfolio set up for optimal net returns? Learn how to lower or eliminate capital gains taxes in this lesson from Vince Covino.

    Tax Bracket Planning & Strategies
    with Vince Covino

    Is your investment portfolio set up for optimal net returns? Learn how to lower or eliminate capital gains taxes in this lesson from Vince Covino.

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    2 Comments
    500 characters max

    Mark D
    This is misleading. You don’t pay capital gain taxes each year. You pay income tax and you would only pay it that first year on the lump sum 100k. 100k taxed at 25% is 75k and grows at 10% for 10 yrs is 194530. Or 100k growing at 10% for 10 yrs and then pay 25% tax is 194530 as well
    appreciate appreciated
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    Lisa R
    Was just talking to my acct and advisor. One wanted me to form a simple IRA the other said invest in Roth. (I'm self employed). I think after listening to you , I'm opting for the simple IRA and deferring a. Thanks.
    appreciate appreciated
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