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  • Both long-term capital gains and qualified dividends are taxed at 15% if incurred for securities held within a taxable account. (There is no capital gains tax or dividend taxes for securities held within a retirement account, such as an IRA. See Robert Carlson???s article, ???Do???s and Don???ts of IRA Investing,??? in the March 2010 AAII Journal for investments that can cause an unexpected tax pr
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