Tax, Retirement, ERISA, and Estate Planning
Free NASAA Series 66 (Uniform Combined State Law Examination) lesson in Client/Customer Investment Recommendations and Strategies. 28 min read, ~4,127 words.
Long-term capital gains and qualified dividends are taxed at 0%, 15%, or 20%; short-term gains and ordinary dividends are taxed at ordinary rates up to 37%. AMT, NIIT, and IRMAA are surcharges targeting high-income clients; NIIT adds 3.8% on net investment income above \$200K (single) / \$250K (joint). Traditional IRA/401(k)...
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What this lesson covers
- Content
- Example 1
- Example 2
- Common Mistakes
- Check Your Understanding
- Exam Shortcuts
Learning objectives
- C10
- C11
- C12
- C13
- C14
- C15
- C16
- C17
- C18
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