Course Catalog >> Personal Development
Investing for High Net-Worth Individuals
Course # 400
Advertising Description:
This course caters to individuals in higher tax brackets. The course will cover the benefits of dividends and long-term capital gains compared to interest. The benefits of The University of Iowa SRA (supplemental retirement annuity) program will be covered. Finally, we will discuss the benefits of tax-free investing.
Objectives:
- Understand the tax difference between dividends and long-term capital gains compared to interest.
- Understand the benefits of the SRA.
- Understand the tax benefits of the tax-free bonds.
Participants (audience course is aimed at):
Individuals in higher tax brackets.