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Non-Qualified Accounts
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Accounts owned individually or with someone else.  They do not offer any tax shelter on current income.  Any growth is taxed upon the sale of the asset.  There are no restrictions as to how much money can be contributed, when it can be taken out or for what purpose it can be used.

Taxation is determined by what type of earnings it is and your income.  The different types of earnings are:


  • Interest
  • Short-term capital gains
  • Qualified Dividends
  • Non-Qualified Dividends
  • Long-term capital gains

Your checking and savings accounts and Emergency fund are examples of non-qualified accounts. 

 

 

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