Keep More: Tax Playbook

Understand dividend taxation, make smarter tax-aware decisions, and learn practical strategies designed to help you keep more of your dividend income.

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Keep More: Tax Playbook

Course content

8 sections | 8 lessons

Module 1 — Dividend Tax Foundations

Module 2 — Understanding Your 1099 DIV

Module 3 — Dividend Tax Rates & NIIT

Module 4 — Asset Location Strategies

Module 5 — Tax Pitfalls & Tax Loss Harvesting

Module 6 — Retirement & High Earner Strategies

Module 7 — Coach Deal’s Five Step Keep More System

Final Knowldge Check

Keep More: Tax Playbook

Module 1 — Dividend Tax Foundations1 Lessons

Module 1 — Dividend Tax Foundations

Module 2 — Understanding Your 1099 DIV1 Lessons

Module 2 — Understanding Your 1099 DIV

Module 3 — Dividend Tax Rates & NIIT1 Lessons

Module 3 — Dividend Tax Rates & NIIT

Module 4 — Asset Location Strategies1 Lessons

Module 4 — Asset Location Strategies

Module 5 — Tax Pitfalls & Tax Loss Harvesting1 Lessons

Module 5 — Tax Pitfalls & Tax Loss Harvesting

Module 6 — Retirement & High Earner Strategies1 Lessons

Module 6 — Retirement & High Earner Strategies

Module 7 — Coach Deal’s Five Step Keep More System1 Lessons

Module 7 — Coach Deal’s Five Step Keep More System

Final Knowldge Check1 Lessons

Final Knowldge Check