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Taxes on Five Types of Investment Income

Taxes on Five Types of Investment Income

Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your investments. Short-Term Capital Gains For an explanation of short term capital gains, imagine Bob: Bob buys shares of Apple Inc. Bob’s timing is good,...

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Short Term Investments

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options available for short-term investing: Treasury Bills Short-Term Bond Funds Money Market funds Savings Accounts...

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Retiree’s - Is Your Money Safe at the Bank?

Retiree’s – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retiree’s biggest fears are investment losses. According to their study, 56% of retiree’s are “apprehensive that their investments will lose value in retirement.” This begs the question: is your money safe at the...

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The Two Rules of Retirement

The Two Rules of Retirement

Enjoying retirement requires following just two simple rules. This sounds too easy – one would imagine that a successful retirement is more complicated. It is complicated! This is because while the rules themselves are simple, following these simple rules is not simple. Read on...

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