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SIE	Series 6	Series 63	Series 26	MLO

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CHANGE UNIT

Current Unit:

Unit 8 - Basic Economic Concepts	Unit 9 - Financial Reporting	Unit 10 - Analytical Methods
Unit 11 - Types of Investments	Unit 12 - Equities	Unit 13 - Debt Securities
Unit 14 - Investment Companies	Unit 15 - Insurance Products	Unit 16 - Calls, Puts, Derivatives
Unit 17 - Alt Investments & Assets	Unit 18 - Type of Client	Unit 19 - Client Profile
Unit 20 - Portfolio Management Styles, Strategies, Techniques	Unit 21 - Tax Considerations	Unit 22 - Trading Securities
Unit 23 - Performance Measures	Unit 24 - Retirement Plans

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TAXES CAN BE AFFECTED BY - TABLE OF CONTENTS

Age; 65 and older get an extra exemption
Citizenship; non-us citizens get taxed differently
Marital status; Married persons who file joint returns, could result in lower taxes
Residency; State incomes taxes can affect what you pay depending on the state

TAXABLE INCOME

Income can be generated by the following
- Salary
- bonus
- Sole Proprietorship
- Shareholder in an S Corp
- Investments; dividends, interest, and capital gains
Investment Taxation
- Corporate bond interest is fully taxable at ordinary income rates
- Index funds are known for high tax efficiency
- Growth stocks are taxed at lower rates than ordinary income
Federal Income Tax
- Paid by Sole Proprietorship