The whole library
3 articles
Clear filtersTaxes
Capital Gains, Short and Long
A realised gain is taxed at a rate that depends on how long the position was held. The boundary is one year, and it is frequently the largest single cost in a short-horizon method.
Foundations3 min read
Taxes
Qualified and Ordinary Dividends
Dividends are taxed at two different rate structures, and which one applies depends on the payer and on how long the shares were held around the ex-date.
Foundations4 min read
Taxes
Tax-Advantaged Accounts
The two structures defer tax at different ends. Which is preferable depends on rates now against rates later, which nobody knows.
Foundations4 min read