Not all returns are created equal, especially in the eyes of the government. While you may think a 10% return is the same regardless of whether it is categorized under capital gains or dividends, the “powers that be” would beg to differ. In fact, the US tax code treats the two sources of return very differently.

The returns from what’s happened with GameStop over the last few weeks has to have investors wondering, where’s the next opportunity? Another quick stock tip from the Reddit forum r/WallStreetBets would be easier than winning the MegaMillions jackpot, right? 

Why Traditional Planning Won’t Work & How to Fix It