TAG Tax

TAX TALK: Which income investment is not like the others?

Contact: Hal Zemel; Berdon LLP (New York, New York, USA)

While tax consequences should not be the primary consideration for investment decisions, they should be taken into account to maximize after tax returns. Depending on your risk profile, you may be interested in long-term capital appreciation or a dependable current income stream.  Growth stocks and mutual funds may provide long-term capital appreciation with less current income. For those favoring a current income stream, you have various choices including US Treasury Bonds/Bills, state and local bonds, corporate bonds, certificates of deposit (CDs), and dividend paying stocks.

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