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The Motley Fool June 14, 2006 |
Calculating Gains on Old Stock What do you do if you're selling some stock and don't have a record of what you paid for it many years ago? How do you pay tax on it? Without stock records, things can get tricky. |
The Motley Fool March 13, 2006 |
Selling Stock Without Records What do I do if I'm selling some stock and don't have a record for tax purposes of what I paid for it years ago? |
The Motley Fool March 27, 2009 Dan Caplinger |
Cut Your Taxes With This Easy Step Choose the right shares to sell and save. |
The Motley Fool February 11, 2005 |
Trade Dates vs. Settlement Dates What is the difference between "trade date" and "settlement date," and which should you use on your taxes? |
The Motley Fool May 28, 2004 Roy Lewis |
Shorting Stocks: Tax Aspects When taxes complicate a simple short sale, you'll need a few clear guidelines. |
The Motley Fool December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. |
The Motley Fool November 18, 2005 Roy Lewis |
Tax Your Shorts When you sell stocks short, don't forget to give the IRS its cut. |
The Motley Fool February 3, 2006 Roy Lewis |
Deduct Your Worthless Stock Has your investment gone south? Turn it to your tax advantage. |
The Motley Fool April 30, 2004 Roy Lewis |
It's Always Tax Time Make next April less taxing. Plan your taxes throughout the year. |
The Motley Fool September 23, 2005 Roy Lewis |
Privately Stocking Your IRA You can add non-publicly traded companies' shares to your IRA -- but you may not want to. |
The Motley Fool July 21, 2006 Roy Lewis |
Tax Your Shorts Before you short a stock, know the tax rules involved. |
The Motley Fool January 15, 2004 Selena Maranjian |
What to Do With Worthless Stock Sell it, even for a penny. |
The Motley Fool June 30, 2006 Roy Lewis |
The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis? |
The Motley Fool November 2, 2005 |
Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks. |
The Motley Fool April 21, 2006 Roy Lewis |
It's Always Tax Time! Leaving things to a tax pro at the end of the year is just fine. But that tax pro can't follow you around to help you with your daily financial, investment, and tax decisions. It's ultimately up to you to take some of the teeth out of your annual tax bite. |
The Motley Fool December 21, 2005 Roy Lewis |
Escape from Estimated Taxes Avoid the burden of sending quarterly checks to Uncle Sam. Here are some loopholes to remember. |
The Motley Fool November 17, 2004 |
Beware of "Churning" When brokers and fund managers churn, you usually pay. |
The Motley Fool June 2, 2006 Roy Lewis |
Will Your Return Be Audited? The IRS steps up enforcement. Should you be terrified that your return might be selected for audit? |
AskMen.com Michael Estrin |
How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it. |
The Motley Fool February 26, 2009 Selena Maranjian |
The Upside of Broker Fees The more frequently you trade, the more you'll pay your broker in commission fees. But many people may not know that factoring in the cost of those commissions can reduce your capital gains -- and cut the taxes you owe. |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
The Motley Fool August 29, 2006 |
Taking a Tax Loss A silver lining for loser stocks: They can lower your tax bill. |
Entrepreneur June 2005 Scott Bernard Nelson |
Gain Change New IRS guidelines make things a little easier on your home office by allowing you to defer capital gains after a move. |
Entrepreneur August 2006 Jennifer Pellet |
Trading Up A Section 1031 exchange allows you to sell a property used for business or investment and reinvest your gains in a second property - also used for business or investment - without paying taxes on your profit. |
The Motley Fool November 8, 2006 Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. |
Financial Planning January 1, 2005 David Stein |
Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering. |
Financial Planning October 1, 2005 Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
The Motley Fool June 16, 2006 Roy Lewis |
What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes. |
The Motley Fool November 29, 2005 Philip Durell |
Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers? |
InternetNews April 18, 2006 Clint Boulton |
Symantec's $1B Tax Bill Security software giant Symantec said in a Securities and Exchange filing that it owes the government $1 billion in unpaid taxes, mostly relating to an audit of its purchase of Veritas Software. |
The Motley Fool October 29, 2007 Dan Caplinger |
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS. |
The Motley Fool March 12, 2004 |
Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade? |
IndustryWeek April 1, 2006 Michael K. Evans |
Evans On The Economy -- Tax Cheats Snub Spend-Crazy Feds There would have been no federal budget deficit last year had tax cheaters paid all they owed. |
The Motley Fool January 29, 2010 Dan Caplinger |
The Motley Fool Guide to Doing Your Taxes It's time to get started. |
Financial Planning December 1, 2005 Michael Provine |
A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio. |
The Motley Fool August 29, 2007 Tim Beyers |
Speaking Mathanese: Selling Stock What's your greatest fear about managing your finances? If you answered "math," you're not alone. Here's the math behind strategic stock selling, explained in plain English. |
The Motley Fool September 25, 2007 T. Hanson & B. Richards |
Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision. |
The Motley Fool January 23, 2004 Roy Lewis |
9 Tax Return Changes Use the wrong form, and you may miss out on deductions and credits. |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
The Motley Fool September 14, 2009 Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. |
The Motley Fool March 18, 2009 Dan Caplinger |
Don't Let Audit Fears Cost You Money Taxes aren't any fun, so it doesn't make any sense to pay more than you have to. As long as you're doing the right thing, the specter of an IRS audit shouldn't keep you from getting every penny you're entitled to. |
The Motley Fool September 1, 2006 Roy Lewis |
Tax Changes for Kids New legislation has made it more difficult for parents to shield higher taxes by passing investment income to the kids. |
The Motley Fool November 5, 2007 Selena Maranjian |
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned. |
The Motley Fool March 18, 2005 Roy Lewis |
Shift Income for Tax Savings Here are some strategies for lowering your tax bill. |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. |
The Motley Fool August 26, 2005 Roy Lewis |
Withhold Me Closer Check your withholding tax now to avoid nasty surprises at tax time. |
The Motley Fool January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
Investment Advisor March 2007 Savita Iyer |
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool. |
The Motley Fool February 19, 2004 Selena Maranjian |
10 Tax Tips Be smart about your taxes and save big bucks. Get a little tax info under your belt and you may be able to save some big bucks, plus decrease your odds of getting audited. One good tip is simply to submit a neat return -- sloppy ones may be more likely to get audited. |