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The Motley Fool
June 18, 2004
Should You Sell a Winner? What to do when your stock goes up too much. mark for My Articles similar articles
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? mark for My Articles similar articles
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
July 21, 2006
Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses? mark for My Articles similar articles
The Motley Fool
December 14, 2004
Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. 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
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. 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
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. mark for My Articles similar articles
Entrepreneur
July 2003
Scott Bernard Nelson
Can't Win for Losing A mutual fund tax quirk limits your capital losses. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 12, 2007
Selena Maranjian
Can You Handle a Need for Speed? Investors, think twice before following volatility. Blue Coat Systems... Priceline.com... Checkfree... mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 8, 2006
Dan Caplinger
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 30, 2009
Selena Maranjian
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time. 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
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. mark for My Articles similar articles
The Motley Fool
December 12, 2005
Year-End Tax Tips With a strategy in place, you could save some big bucks. Here's how. mark for My Articles similar articles
The Motley Fool
June 2, 2011
Selena Maranjian
Why You Should Harvest Gains in 2011 and 2012 The latest development in our tax code could make this year or next a great time to harvest some of your capital gains. 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
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
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
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
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2009
Eric L. Reiner
Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited. mark for My Articles similar articles
The Motley Fool
July 23, 2008
Dan Caplinger
Be Smart About Taking Profits Deciding when to take some profits off the table is a harder question than figuring out when to sell your whole position. Read on for some tips. mark for My Articles similar articles
The Motley Fool
December 24, 2003
Boot Your Losers Letting go is hard to do, even if it's with a losing stock. mark for My Articles similar articles
Financial Advisor
October 2008
Eric L. Reiner
Thinking Ahead A client who's portfolio has suffered a particularly bad flogging may at least be able to benefit from some thoughtful tax planning. mark for My Articles similar articles
The Motley Fool
January 14, 2010
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. mark for My Articles similar articles
The Motley Fool
December 1, 2004
Year-End Tax Tips As 2004 draws to a close, there are some tax considerations you may want to mull over. A little last-minute planning can save you hundreds of dollars -- or more. mark for My Articles similar articles
The Motley Fool
December 28, 2009
Dan Caplinger
Do This in the Next 3 Days or You'll Regret It This counterintuitive move could save you money. The one thing you do control when it comes to taxes is when you decide to sell your individual stocks. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 23, 2004
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 16, 2008
Dan Caplinger
Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill. 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