Tax strategies
 As a rule, you’ll owe income
tax or
capital
gains
tax on income from interest, dividends, and distributions
even if the money is reinvested. The exceptions are investments
in a tax-deferred account, such as a traditional individual retirement
account (IRA) or an employer retirement plan, or in a tax-free
account, such as a Roth IRA or an education savings account (ESA).
There are different strategies you can use
to make the most of both your tax-favored and taxable investments,
while reducing your overall tax bill. |
Gail Dudack, 