Retirement tax questions

Gains and losses on securities  held in qualified, tax deferred, retirements plans are not reported of claimed outside of the retirement plan.   Your retirement plan will simply have more or less money to be taxed on when withdrawn.

 

Taxable distributions from those plans are taxed as ordinary income at your marginal tax rate.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**