Tax-Efficient Investment Planning

A 3-part course with Vince Covino

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Course Overview

It is time to start making proactive decisions about when and how to pay taxes on diverse investments! In this brief course, discover when to pay taxes, when to defer, and how to set up an investment portfolio to maximize net returns. Learn why it's important to use a different strategy for non-IRA investments, and why a high rate of return may not reflect your take-home. By the end of this course, you will be confident with tax bracket planning, and retirement investing.

Details

  • Total Time 20 min
  • Lessons 3
  • Exercises 6
  • 12 CQ

3 Lessons in This Course

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