- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #4
Data:
You own 1,000 shares of Boston Scientific Stock selling at $50 per share at the beginning of the year. You are in the 25 percent federal marginal tax rate, and you live in a state that has no state income tax. At the end of the year, the stock rose to $55 and you received $1.50 in dividends.
Calculations:
a. What was your before-tax return?
b. What is your after-tax return assuming you held the stock?
