Bad News About Qualified Investing

  • 401k’s will be taxed on your gains.

  • IRA’s will be taxed on your gains.

  • Mutual Funds will be taxed on your gains.

  • Individual stocks will be taxed on your gains.

  • Bonds will be taxed on your gains.

When?

At the worst time possible time in your life!

  • At retirement: when you need them the most!

  • At retirement: when you have very few deductions (home, school, business, etc)

  • At retirement: when the money is worth more than when you put it in.