Pass The 65: A PLAIN ENGLISH EXPLANATION TO HELP YOU PASS THE SERIES 65 EXAM - UPDATED FOR 2017

Taxable investors need to review their holdings on a case-by-case basis. For instance, in 2015, with a cost basis of about $1,000 a share, a market price of $225,000 a share, and a combined federal and state tax rate of, say, 30 percent, I would net about $157,800 per share after a sale of my Berkshire Hathaway Class A stock. An index fund purchase

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