UsefulLinks
Business and Management
Finance and Accounting
Investments
Equity Investing
1. Introduction to Equity Investing
2. The Stock Market Ecosystem
3. Types of Stocks
4. Fundamental Analysis
5. Stock Valuation Models
6. Technical Analysis
7. Investment Strategies and Philosophies
8. Portfolio Management
9. Practical Implementation
10. Tax Considerations
11. Risk Management and Behavioral Finance
12. Advanced Topics
10.
Tax Considerations
10.1.
Taxable vs. Tax-Advantaged Accounts
10.1.1.
Traditional IRAs
10.1.2.
Roth IRAs
10.1.3.
401(k) Plans
10.1.4.
403(b) Plans
10.1.5.
SEP-IRAs
10.1.6.
Solo 401(k)s
10.2.
Capital Gains Taxation
10.2.1.
Short-Term Capital Gains
10.2.2.
Long-Term Capital Gains
10.2.3.
Capital Gains Tax Rates
10.2.4.
Net Investment Income Tax
10.3.
Dividend Taxation
10.3.1.
Qualified Dividends
10.3.2.
Non-Qualified Dividends
10.3.3.
Dividend Tax Rates
10.3.4.
Foreign Tax Credits
10.4.
Tax-Efficient Investing Strategies
10.4.1.
Tax-Loss Harvesting
10.4.2.
Asset Location
10.4.3.
Tax-Efficient Fund Selection
10.4.4.
Holding Period Management
10.5.
Wash Sale Rules
10.6.
Estate Planning Considerations
10.6.1.
Step-Up in Basis
10.6.2.
Gifting Strategies
10.6.3.
Trust Structures
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9. Practical Implementation
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11. Risk Management and Behavioral Finance