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Intermediate8 chapters · ~10 min readStarter+
Taxes & AccountsKeep More of What You Make
Account types, capital gains, wash sales, how options and futures are taxed, and the placement and harvesting habits that quietly add up — for US investors and traders.
Two people with identical returns can end up with very different results after taxes. This course explains the US rules every investor and trader runs into, in plain English. Tax law changes and has many exceptions — contribution limits and brackets are adjusted most years — so verify current figures on IRS.gov and talk to a qualified tax professional before acting. This is education, not tax advice.
Course contents
- 01Why Taxes Are a Return DriverIt's not what you make — it's what you keep
- 02Account TypesTaxable, tax-deferred, tax-free — and what each one is for
- 03Capital Gains BasicsShort-term vs. long-term, cost basis and lot selection
- 04The Wash Sale RuleWhy your loss might not count — yet
- 05How Equity Options Are TaxedPremiums, expiration, assignment and covered calls
- 06Futures and Section 1256The 60/40 rule and mark-to-market
- 07Placement and HarvestingAsset location, tax-loss harvesting and dividend basics
- 08Records, Trader Status and Getting HelpStaying organized and knowing when to call a professional
- GLGlossary22 key terms from this course
- →What's NextWhere to go after this course