Why Cost Basis Matters

When you're taking money out of your taxable accounts, you're probably not thinking about how it will affect your taxes down the road. However, the cost basis method you use can affect the amount of gain or loss you might have at tax time.

Watch to understand the three common cost basis methods and how they relate to what you report to the IRS.

Learn More about Investing and Taxes

Understand how tax-time concepts, such as distributions types and tax provisions, affect your investments.