Client login

Investing and Taxes

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains. 

Generally, the tax on long term capital gains and dividends received by an individual shareholder breaks down as follows: 

  2016 2017
39.6% tax bracket payers  20% 20%
25%-35% tax bracket payers 15% 15%
15% or less tax bracket payers  0% 0%

 If you're deep in the numbers, check out these additional tax filing tips and charitable giving deduction information. 

The effect of taxes on your financial plan is an important factor in your investment philosophy. Learn more about how we invest here

Happy tax planning! 


Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement

What To Consider When Retiring Abroad

When thinking about retirement, where you plan to live is a big factor. There’s a lot to consider when picking the place you want to live after retire...

December 20, 2018

Can a 529 Plan Hurt Your Financial Aid?

Many people worry about whether a 529 Plan will impact their eligibility for financial aid. It will impact your aid, but may help you more than it wil...

July 22, 2018

Is A College Degree Worth It?

As the cost of higher education continues to climb, is the cost for a degree worth it? Some of the most successful people in the world dropped out of ...

July 13, 2018