Tax Rules on 10 Different Retirement Accounts and Investments
by Carlos Dias Jr., Wealth Adviser, Wealth Manager and Founder, Excel Tax & Wealth Group
Mar 21, 2018
3 minutes
For a tax-conscious investor, finding tax-efficient investments is the key to successfully saving for retirement.
Not everyone thinks about the tax consequences on their investments and trusts that their financial advisers will be knowledgeable before making a recommendation. Often, it is a challenge for advisers to educate themselves on all of the tax laws that affect investments, which can cost you a hefty amount.
Tax laws are complicated and vary based on the different types of investments and retirement accounts. Here are the tax rules on 10 different retirement accounts and investments:
1. Traditional IRA, 401(k) or similar accounts
Traditional IRA, 401(k) or
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