NEW GUIDE: What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
The rules surrounding non-qualified portfolio income can be complex and difficult to keep straight.
With the new What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)? checklist, you can confidently provide clients a better understanding of where they currently stand, and what options they have at their disposal, with coordinating the taxable income in their non-qualified portfolio with other tax planning goals.
Lean on this checklist to make sure you're on top of the rules and covering the issues relevant to your client. This checklist covers important factors such as:
- Taxable interest
- Tax-exempt interest
- Ordinary and qualified dividends
- Realized long- and short-term capital gains/losses
- And more!