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Here Are All The Taxes In You’re Paying In Your Stock Portfolio
An investment portfolio can be comprised of individual stocks, individual bonds, treasuries, cash, money market accounts, certificates of deposit, exchange-traded funds, mutual funds, cryptocurrency and many others. Because equity investments (company ownership) are taxed differently than fixed income (debt instruments), the broad categories I’d like to focus on are equity-based mutual funds and stocks. Let’s explore the elements of these investment portfolios and how to optimize your tax strategies.
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