(This blog post is an outline of an upcoming webinar. Comments, questions and feedback during this planning stage is welcome).
Understanding the benefit of tax free stocks
- The difference between tax-free investments and tax-deferred investments
- The difference between tax-free stocks and tax-free bonds
- Compared to alternatives like HSAs and life insurance
- Examples of ending value for taxable, tax-deferred and tax-free
- Impact of The Tax Cuts and Jobs Act of 2017
- comparative tax rates
- Requirements for tax tree gains
- Taxation of dividend income
- Importance of diversification
- Diversification: Don’t put all your eggs on one basket
- Family business: Watch that basket!
- Finding and evaluating investments
- build your own