Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital

How are Investments Taxed (and How Can I Minimize Them)?

While many people tend to focus on how much money their investments will produce for them, it can be equally as important to understand how the IRS will tax this income. In this post, we’ll explore the tax treatments on interest, capital gains, and dividends, and then discuss how you can use this knowledge to your advantage.

Read More