Tax Planning Strategies - Part 4

Tax Planning Strategies: Dealing with Capital Gains (Part 4)

Financial Planning, Investing, Pre-Retirees & Retirees, Retirement Planning, Tax Planning Strategies 4 Parts, Taxes

Wanda has been investing for a long time and is quite familiar with buying when prices are low and selling when prices are high. Past non-registered account purchase In 2010, she had purchased $100,000 of ABC Corp, and today, it’s worth $250,000. Wanda is now ready to sell her investment as she believes the stock…