With year-end tax planning in full swing, it’s a good time to revisit the tax rules that govern a range of investments. How is an investor taxed when stocks become worthless? What special tax rules apply to futures ETFs? Find the answers to these and other questions in the slideshow above — then file the information away to anticipate your clients’ questions from now through next April.
For additional information on Investment Tax Facts, see 2019 Tax Facts on Investments.
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