Tax Planning for Specific Types of Investments

Investment tax planning can help you maximize after-tax returns on your investments. Tax planning for specific types of investments helps you identify which types of investments are best suited to your unique situation. Because different types of investments produce income or gain that may be taxed differently, you need to know how specific investments attempt to earn money and how those earnings are taxed. You also need to know how to treat any gain or loss when you sell your investments.

  • Cash and cash alternatives

  • Bonds

  • Stocks

  • Mutual Funds

  • Options, puts and calls

  • Annuities

  • Pass-through investments

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