Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all.
In this episode, Peter Raskin discusses the role of taxes within financial planning. He discusses the different types of investments, how each is taxed and the role they play in your overall portfolio.
You will learn:
The difference between tax-deferred and tax-free
- The three income attributes of any type of investments
- Why you might sell a stock at a loss—and the potential advantages of doing so
- How mutual funds work and how they’re taxed
- And more!
Discover how taxes could provide benefits for gains and losses in this episode of Wealth Is In The Details Podcast!
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.