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Non-Qualified Investing

An episode of the Revolutionary Stewardship Podcast with Jay Dee Schurz podcast, hosted by Jay Schurz, titled "Non-Qualified Investing" was published on November 28, 2020 and runs 17 minutes.

November 28, 2020 ·17m · Revolutionary Stewardship Podcast with Jay Dee Schurz

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A non-qualifying investment is an investment that does not qualify for any level of tax-deferred or tax-exempt status. Investments of this sort are made with after-tax money. They are purchased and held in tax-deferred accounts, plans or trusts. Returns from these investments are taxed on an annual basis. With non-qualifying investments, typically the investor is under […]

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