Series 65: 6.1 Tax Considerations

Taken from our Series 65 Online Guide

6.1 Tax Considerations

Though this chapter will focus on how investments are taxed, you’re going to need to have a basic understanding of individual income taxation to grasp why these concepts matter. Namely, you need to understand the concept that Americans are taxed under a progressive tax system, meaning that non-investment income is divided into brackets that are taxed at increasingly higher rates as an individual earns more money.

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