top of page

How Investments are Taxed

  • Aug 6
  • 1 min read
Interest, dividends, and capital appreciation are the three ways an investment can make you money, and the IRS taxes each one on a different schedule. Craig explains why interest is taxed as ordinary income while dividends and long-term capital gains usually get a lower rate, why capital appreciation is not taxed until you sell, and how paying attention to asset location inside a taxable account can help you keep more of what you earn.


 
 
 

Comments


Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC
bottom of page