INVESTMENT FUNDS UPDATE FINRA Adopts Effective Date for Form

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let's take a look at an after tax return question which certainly can involve a lot of moving Parts not only do you need to understand total return off of different Investments but how taxes involved will impact the returns of those Investments and how to put the big picture together on these calculations which certainly can be tough at times to do so we will attack a question together let's go ahead and put the question on the board an investor in the 37 tax bracket makes a 108 000 investment in a specialized fund on March 18 2022 over the next several months the investor receives a total of four thousand three hundred and twenty dollars in qualified dividends none of which is reinvested on March 20th 2023 the investor redeems the fund for a total of 122 thousand dollars what is their after tax return okay quite the question a lot of moving Parts here a lot of things to be aware of we will break this down on a sentence by sentence basis to make sure that you feel feel comfortable and