Wealth Management & Financial Planning

Wealth Management & Financial Planning

Long Term Capital Gains – Cost Basis

Consider This Program with Joe Clark, CFP and Brett Spangler, CPA.
In this segment we will cover:

There are preferential items in the hunt for income. Qualified dividends and long-term capital gains are two of them. Neither matter in IRA’s but both matter in your income strategy.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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