Understand various types of investment income to help you choose which are a good fit for you.
☑ Investment Income Awareness
☑ Boosted Tax Efficiency
☑ Dividend & Interest Payment Awareness
✎ Pro Tip: If you invest in projects through crowdfunding, any profit or you earn have the potential to become taxable income. Make sure to check the rules so you’re not surprised at tax time.
*The program is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional financial advice based on your individual conditions and circumstances. Your use of Caravan services is subject to additional terms and conditions.
Up Next in All Classes
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3 Min Capital Gains & Losses
Learn the difference between capital gains and losses, and how they impact your investment portfolio.
☑ Improved Investment Strategies
☑ Asset Management Skills
☑ Boosted Financial Planning✎ Learn The Facts: Capital assets include property such as your home or car, along with stocks, bonds, an...
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3 Min Asset Allocation & Diversification
Boost your investment portfolio by investing in diverse assets.
☑ Boosted Investment Portfolio
☑ Improved Investment Understanding
☑ New Financial Goals✎ Learn The Facts: Many investment companies will help to show clients some potential options for them by creating model portfolios that are c...
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5 Min Withholding Tax
Gain an understanding of what tax withholdings are in order to prepare for tax season.
☑ Informed Financial Decisions
☑ Corrected Tax Withholding
☑ Improved Tax Calculations✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...
