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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. mark for My Articles similar articles
The Motley Fool
January 11, 2005
Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 8, 2004
Selena Maranjian
Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks? mark for My Articles similar articles
The Motley Fool
April 5, 2005
Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds. mark for My Articles similar articles
The Motley Fool
January 11, 2010
Selena Maranjian
A Brokerage Price War? Any discount brokerage that slashes its rates will likely see lower revenue and profits. If you invest in any of these companies, keep that impending hit in mind. mark for My Articles similar articles
The Motley Fool
October 16, 2006
Zoe Van Schyndel
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. mark for My Articles similar articles
The Motley Fool
October 28, 2005
Dayana Yochim
Great Commercial. Good Broker? Investors, ignore the clever ad campaigns of brokerage firms and focus on what's best for your wallet. Here's a brief guide to choosing a broker. mark for My Articles similar articles
The Motley Fool
February 2, 2010
Dan Caplinger
You Can't Afford This Huge Mistake If you start trading frequently instead of investing for the long run, you'll end up costing yourself a lot more than you may think -- and you'll dig yourself so deep a hole that you may never get out. mark for My Articles similar articles
The Motley Fool
March 27, 2009
Dan Caplinger
Cut Your Taxes With This Easy Step Choose the right shares to sell and save. mark for My Articles similar articles
The Motley Fool
October 15, 2004
Roy Lewis
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
December 1, 2009
Bill Fleming
Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains. mark for My Articles similar articles
The Motley Fool
March 12, 2004
Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade? mark for My Articles similar articles
The Motley Fool
April 24, 2007
Dan Caplinger
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
The Motley Fool
October 27, 2004
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. mark for My Articles similar articles
The Motley Fool
February 19, 2009
Dan Caplinger
The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees. mark for My Articles similar articles
The Motley Fool
January 10, 2007
Dan Caplinger
You Can Start Small You don't need a big bankroll to start investing. A wide range of options are available for investors of modest means, so that you can take what you've already saved and get started. mark for My Articles similar articles
Financial Planning
April 1, 2005
Julian Block
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. mark for My Articles similar articles
BusinessWeek
December 4, 2006
Lauren Young
Taking Stock Of Taxes Fund investors, beware of capital gains mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
September 3, 2004
Calculating Gains on Old Stock You may have to pay a bundle in taxes if you can't find your purchase price. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
The Motley Fool
April 21, 2005
Don't Buy the Dividend! There's a bad time to buy into mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 24, 2005
Stocks and Funds in IRAs Your IRA may be more flexible -- and valuable -- than you think. mark for My Articles similar articles
The Motley Fool
October 21, 2009
Dan Caplinger
This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes. mark for My Articles similar articles
The Motley Fool
August 14, 2009
Dan Caplinger
Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes. mark for My Articles similar articles
BusinessWeek
November 1, 2004
Young & Woolley
Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 13, 2004
Adrienne Carter
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. mark for My Articles similar articles
The Motley Fool
December 3, 2008
Dan Caplinger
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. mark for My Articles similar articles
BusinessWeek
November 10, 2003
Jeffrey M. Laderman
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. mark for My Articles similar articles
The Motley Fool
July 16, 2007
Tim Beyers
Speaking Mathanese: Capital Gains Taxes Can you beat the market? Here's the math you need to find out, explained in plain English. Did you include dividends when calculating capital gains taxes? Believe it or not, you shouldn't have. mark for My Articles similar articles
The Motley Fool
February 2, 2005
Buy-to-Hold vs. Trading Think twice before engaging in a lot of trading. Patience often wins out. mark for My Articles similar articles
The Motley Fool
November 3, 2009
Selena Maranjian
How Much Is Management Costing You? Be picky. Look at fees. Look at a fund's turnover, because the higher the turnover, the higher the taxes on gains will likely be. Look at the long-term returns, too, because given the thousands of mutual funds out there, many are run by not-very-good managers. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 26, 2004
Robert Brokamp
My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses? mark for My Articles similar articles
The Motley Fool
July 10, 2008
Chuck Saletta
Retire Early to the Good Life It takes more than a well-stocked IRA to leave work early. mark for My Articles similar articles
The Motley Fool
February 18, 2004
Robert Brokamp
The Fund Fees You Don't See A study shows that almost half of shareholder costs are undisclosed or nearly impossible to find. While the recent mutual fund scandals raise serious questions about whom we should trust with our money, the actual dollar cost to most individual investors isn't that high. There are far more significant ways funds siphon off our dollars. And they're just as hidden. mark for My Articles similar articles
The Motley Fool
November 15, 2007
Claire Stephanic
Now May Be a Terrible Time to Invest Because most mutual funds distribute income and net capital gains to shareholders in November or December, the profit from the sale of these securities is taxed; buy now and you may end up paying more taxes than you should. mark for My Articles similar articles
The Motley Fool
September 15, 2008
Dan Caplinger
Cash In and Pay Nothing! Largely hidden within the capital gains rates is a provision that calls for an even lower capital gains rate for those in the first two tax brackets, for some as low as 0%. mark for My Articles similar articles
The Motley Fool
May 29, 2009
Dan Caplinger
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past. mark for My Articles similar articles
The Motley Fool
June 8, 2005
Rich Smith
Save Money, Make Money What's one way to maximize the velocity of your investing returns? Reducing one of the greatest brakes on that velocity: frictional costs. mark for My Articles similar articles
The Motley Fool
April 25, 2007
Selena Maranjian
Are Holding Periods Pointing Toward a Crash? Many individuals and funds are selling too soon, and too often. While you're searching your investing soul for your holding-period habits, do so with your mutual funds, too. mark for My Articles similar articles
The Motley Fool
September 14, 2009
Dan Caplinger
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. mark for My Articles similar articles
The Motley Fool
July 17, 2009
Dan Caplinger
You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS. mark for My Articles similar articles
The Motley Fool
February 19, 2004
Dayana Yochim
Come Trade With Me Brokers want your business and a few are casting out some interesting bait, but is it worth it? mark for My Articles similar articles