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Tax-efficient Investment Strategies: Structuring Investments for Optimal Tax Outcomes

Tax-efficient Investment Strategies: Structuring Investments for Optimal Tax Outcomes

This training will cover a comprehensive guide to strategies that maximize investment returns by minimizing tax liabilities. Participants will learn various techniques and tools to achieve optimal tax outcomes for different types of investments.

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Responsible Administrator
Last Update 08/14/2024
Completion Time 4 hours 45 minutes
Members 1
  • Introduction to Tax-efficient Investing
    3Lessons · 45 min
    • Overview of Tax-efficient Investment Strategies
    • Importance of Tax Efficiency in Investment Planning
    • Basic Tax Concepts and Principles
  • Tax-efficient Investment Vehicles
    4Lessons · 1 hr
    • Tax-advantaged Accounts: IRA, Roth IRA, 401(k), etc.
    • Municipal Bonds and Their Tax Benefits
    • Tax-efficient Mutual Funds and ETFs
    • Real Estate Investment Trusts (REITs) and Taxation
  • Asset Allocation and Location
    4Lessons · 1 hr
    • Balancing Taxable and Tax-deferred Accounts
    • Placing Income-generating Investments in Tax-advantaged Accounts
    • Strategic Asset Location: Growth vs. Income
    • Case Studies and Real-world Examples
  • Minimizing Capital Gains Tax
    4Lessons · 1 hr
    • Harvesting Tax Losses
    • Deferring Taxes with 1031 Exchanges
    • Utilizing Tax-efficient Withdrawal Strategies
    • Understanding Short-term vs. Long-term Capital Gains
  • Tax Implications of Specific Investments
    4Lessons · 1 hr
    • Equity Investments: Stocks and Dividends
    • Fixed-income Investments: Bonds and Interest
    • Real Estate Investments: Rental Income and Capital Gains
    • Alternative Investments: Commodities, Cryptocurrency