In this blog post, we will show what investments are after-tax and distributions are taxable.
Contribution: After-tax
Distribution: Taxable
Most of our investment accounts belong to this category, such as:
- Real Estate investment
- CD
- Stocks and bonds
- Mutual funds
- Business interests
- Annuities
You might be subject to long term capital gains, short term capital gains, or ordinary income tax on the earnings from these types of investments.
Next blog post we will show what investments have after-tax contribution and tax-free or tax-preferred distributions.