This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries.
Lesson: #1 US Taxes for Traders and Investors – Overview
Lesson: #2 Taxation of Interest
Lesson: #3 US Taxes for Traders and Investors – Dividends
Lesson: #4 Capital Gains for Stocks and Mutual Funds
Lesson: #5 Capital Gains or Losses for Bonds
Lesson: #6 Traded Partnerships and ETF Trusts
Lesson: #7 Net Investment Income Tax
Lesson: #8 Trading Expenses
Lesson: #9 Tax Status – Trader or Investor?
Lesson: #10 Capital Gains – Special Considerations and Products
In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them.