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Investing and Taxes
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Taxes eat earningsMinimizing taxes over a lifetime is everyone's goal

Not all accounts are alike.  Uncle Sam taxes them differently to encourage us to invest for retirement and save for college. 

Consider it like this.  I have a gift to give you.  Let's say an iPod.  I can:

  • Hand it to you in the package it came in
  • Put it in a brown paper bag
  • Wrap it in pretty paper and tie it with a bow
A mutual fund, stock or bond is the iPod.  An individual account, ROTH, Traditional IRA/401k  are the wrappers.  Each is taxed differently--figuring out the best type of account to invest in from a tax perspective means more wealth for you.

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