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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. |
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 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 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 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 8, 2006 Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. |
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 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. |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses. |
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 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. |
On Wall Street December 1, 2008 Bennett Voyles |
Investor's Loss Is Taxpayer's Gain Losing investments can help your clients' portfolios at tax time. |
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 December 24, 2003 |
Boot Your Losers Letting go is hard to do, even if it's with a losing stock. |
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. |
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. |
The Motley Fool March 9, 2010 Dan Caplinger |
Will This Start the Next Bear Market? Now that an important anniversary is upon us, some tax-minded investors can now start looking to take profits -- which could put an end to the yearlong rally in the stock market. |
The Motley Fool December 23, 2008 Dan Caplinger |
The Easy Remedy to Avoid a Nightmare in April Investors have had plenty of nightmares over the past year as they've watched their portfolio values plunge. Keep from experiencing yet another nightmare next April by taking steps now to keep your taxes simple while letting you make the most of the losses you've suffered. |
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. |
InternetNews September 11, 2008 Paul Shread |
Tech Stocks Ride Market Rebound Yahoo and RIM led the way higher on reports that Lehman Brothers could be sold. |
The Motley Fool May 13, 2009 Dan Caplinger |
Smart Moves to Fix Your Portfolio If you've decided you need to make major changes to your portfolio, congratulations -- you've made one of the toughest decisions an investor ever has to make. |
The Motley Fool February 25, 2011 Selena Maranjian |
How to Profit From Losses Offset your taxable gains and wipe out lots of taxes. |
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. |
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. |
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 April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
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. |
Registered Rep. December 28, 2009 David A. Geracioti |
Which Is Best? Time in the Stock Market or Avoiding Biggest Losing Days? In the past, advisors would advise their clients that to make money, it was best to have "time in the market" versus timing the market. |
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. |
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. |
The Motley Fool January 29, 2010 Dan Caplinger |
The Motley Fool Guide to Doing Your Taxes It's time to get started. |
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 September 1, 2009 Dan Caplinger |
Avoid This Mistake or You'll Never Recover Failing to get back into the stock market in time is potentially a much larger mistake than never having sold your stocks in the first place. |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. |
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 April 5, 2010 Dan Caplinger |
Time's Running Out On This Opportunity Don't miss your chance to retire richer. IRAs give you a great deal of flexibility to pick whatever investments are right for you, along with unique tax breaks you won't find anywhere else. |
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 February 6, 2006 Rich Smith |
The April Effect Can the IRS help your portfolio? What if stocks go on sale once every year? Is Uncle Sam offering up bargains for investors to take advantage of? |
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. |
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 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. |
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. |
The Motley Fool December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. |
Financial Advisor October 2008 Marla Brill |
Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive. |
The Motley Fool October 12, 2009 Dan Caplinger |
This Risk Will Come Back to Bite You Overdoing risk in your investing can really cost you. |
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. |
Entrepreneur May 2007 Scott Bernard Nelson |
It Adds Up New research reveals that most investors are leaving money on the table. Here's how to cash in on that sizable chunk of change. |
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. |
The Motley Fool December 1, 2009 Dan Caplinger |
4 Things You Must Get Done This Month Don't let the year end without paying attention to your taxes, saving more for retirement, spending your flex plan money, and making a plan for investing. |