Capital Gains, Dividends, & Taxes

Capital gains refer to the profit earned from selling an investment for more than its purchase price, and dividends are regular payments made to shareholders by companies.

Both capital gains and dividends can have tax implications, depending on factors such as the holding period, the type of investment account, and your income tax bracket.

Understanding how capital gains and dividends are taxed will help you make informed decisions about your investment strategy and optimize your after-tax returns.

Consulting with a tax professional can provide valuable insights and help you develop a tax-efficient investment plan aligned with your financial goals.

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