Equity Investing

  1. Tax Considerations
    1. Taxable vs. Tax-Advantaged Accounts
      1. Traditional IRAs
        1. Roth IRAs
          1. 401(k) Plans
            1. 403(b) Plans
              1. SEP-IRAs
                1. Solo 401(k)s
                2. Capital Gains Taxation
                  1. Short-Term Capital Gains
                    1. Long-Term Capital Gains
                      1. Capital Gains Tax Rates
                        1. Net Investment Income Tax
                        2. Dividend Taxation
                          1. Qualified Dividends
                            1. Non-Qualified Dividends
                              1. Dividend Tax Rates
                                1. Foreign Tax Credits
                                2. Tax-Efficient Investing Strategies
                                  1. Tax-Loss Harvesting
                                    1. Asset Location
                                      1. Tax-Efficient Fund Selection
                                        1. Holding Period Management
                                        2. Wash Sale Rules
                                          1. Estate Planning Considerations
                                            1. Step-Up in Basis
                                              1. Gifting Strategies
                                                1. Trust Structures

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                                              9. Practical Implementation

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                                              11. Risk Management and Behavioral Finance