Similar Articles |
|
The Motley Fool July 21, 2006 |
Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses? |
The Motley Fool June 18, 2004 |
Should You Sell a Winner? What to do when your stock goes up too much. |
The Motley Fool August 15, 2007 Tim Beyers |
Speaking Mathanese: Investment Losses In this installment of Speaking Mathanese we discuss the best way to handle investment losses. First rule: Don't give Uncle Sam a handout. |
The Motley Fool August 10, 2007 Tim Beyers |
Speaking Mathanese: Investment Income The taxman cometh. Do you know what you owe? Sharpen your pencils. In this installment of Mathanese we tackle tax-loss selling, short-term gains and long-term gains. |
The Motley Fool May 17, 2006 |
Vexed by Good Fortune What do you do when your stock soars? Hang on or sell? Here's some advice. |
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? |
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. |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses. |
The Motley Fool April 13, 2007 Selena Maranjian |
Should You Sell a Winner? What should investors do with a stock that skyrockets before you planned to sell? |
The Motley Fool April 8, 2008 Sham Gad |
How the IRS Makes You a Better Investor Taking a look at your Schedule D tax forms could give great insight into your investing habits. |
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. |
The Motley Fool July 25, 2007 Tim Beyers |
Speaking Mathanese: Tax-Loss Selling In this weekly segment of "Speaking Mathanese," tax-loss selling is discussed. |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains |
The Motley Fool December 3, 2008 Dan Caplinger |
The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed. |
BusinessWeek October 31, 2005 Lewis Braham |
A Rich Harvest Of Losses It's time to check your portfolio to see if there is anything you can sell to offset gains or reduce 2005 taxable income. |
Financial Planning October 1, 2009 Donald Jay Korn |
The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates. |
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. |
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. |
The Motley Fool December 6, 2004 Bill Mann |
It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast. |
The Motley Fool October 30, 2009 Selena Maranjian |
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time. |
The Motley Fool October 30, 2006 Brian Richards |
It Might Be Time to Pare Back It's every investor's toughest decision: Hold or sell? |
Financial Planning June 1, 2009 Donald Jay Korn |
Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account? |
The Motley Fool November 25, 2009 Selena Maranjian |
Time to Sell Those Winners -- and Losers The end of the year is approaching, and there are things you can do now to reduce your tax hit. |
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 December 24, 2003 |
Boot Your Losers Letting go is hard to do, even if it's with a losing stock. |
BusinessWeek December 13, 2004 Adrienne Carter |
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. |
The Motley Fool July 7, 2008 Dan Caplinger |
If You're Gonna Sell, Sell Now Thinking about tax strategies a little early can give you an edge. |
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 February 9, 2005 |
Money Market Funds, Explained They're not exciting, but you may need them. They're generally ill-suited for long-term savings, but they're great for short-term investments, such as for money you'll need in the near future. |
The Motley Fool April 22, 2005 Roy Lewis |
How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses. |
The Motley Fool April 29, 2009 Dan Caplinger |
Use Your Losses Without Missing the Rally If you're still smarting from all the money you had to pay the IRS earlier this month, don't just suffer -- do something about it. Now's a great time to build up tax breaks for years to come. |
The Motley Fool November 26, 2007 Dan Caplinger |
4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April. |
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 October 26, 2004 |
Why You Need Short-Term Savings Though your short-term savings will never rival returns on stocks over the long term, short-term money needs to earn its keep, countering inflation and maybe earning a little more. |
The Motley Fool January 11, 2005 |
Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes. |
The Motley Fool December 10, 2009 Dan Caplinger |
Watch Out For These Year-End Traps Sometimes, investments do strange things in December and January. |
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. |
The Motley Fool November 20, 2009 Dan Caplinger |
Why These Big Winners Are Really Losers Some stocks have done extremely well during the rally, but they fell so much in the lead-up to the crisis that they're still trading well below 2007 levels. |
The Motley Fool December 24, 2009 Dan Caplinger |
The Tax-Smart Way to Lock In Gains Today A variation of the popular covered call strategy can help you preserve your stock market gains without immediately creating a taxable event. |
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. |
The Motley Fool August 2, 2005 Nathan Parmelee |
Dispelling Short-Term Myths Slow and steady wins the wealth race. Studies show that investing works best when practiced patiently with a long-term horizon. Still, short-term thinking runs rampant. Here are a few myths that investors often fall for. |
The Motley Fool September 4, 2008 Rich Duprey |
Another Reason Not to Day Trade Day traders, don't try to pull a fast one on the IRS. |
The Motley Fool December 18, 2008 Dan Caplinger |
The Wrong Way to Invest Today Avoid the temptation to use volatility for short-term gains. |
The Motley Fool April 14, 2009 Dan Caplinger |
Make Room for the Best Stocks Don't be afraid to sell your losers, even at a loss. |
The Motley Fool February 19, 2008 Dan Caplinger |
Don't Fall for Short-Term Bond Funds Short-term bond funds are often touted as a substitute for money market funds. Often, short-term bond funds pay slightly higher interest rates, however, a little more interest isn't worth the risk. |
Investment Advisor January 2006 Robert Breshock |
The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process. |
The Motley Fool September 30, 2009 Dan Caplinger |
Dump Your Losing Stocks Now! For the past six months, the market rally has given most investors a break from thinking much about losing stocks. Yet you may well still have some stocks in your portfolio with losses -- and if you do, you might want to think about selling them sooner, rather than later. |
InternetNews May 19, 2005 Paul Shread |
Technical Analysis: The Rally Continues The indexes continue to build on their gains. |
The Motley Fool May 13, 2009 Dan Caplinger |
No Rally Can Help These Stocks For many investors, the losses they've suffered have been so bad that there's almost no possibility they'll ever earn back what they've lost. |
InternetNews July 7, 2005 Paul Shread |
Stocks Stage Dramatic Turnaround Stocks staged a dramatic turnaround on Thursday... After the close, Accenture beat estimates... Schwab gained 5.8% on takeover speculation... etc. |