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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. |
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. |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains |
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. |
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 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. |
The Motley Fool December 16, 2009 Selena Maranjian |
'Tis the Season for Stupid Fund Purchases Want to buy into a new mutual fund? Wait until next month. As long as you keep fund distributions in mind before you buy, you'll save yourself a surprise bill from the IRS. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
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 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. |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. |
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 October 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. |
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 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 December 2, 2011 Dan Caplinger |
A Big Surprise for Investors This Year ETFs are supposed to be tax-efficient, but sometimes they fall short. |
The Motley Fool November 22, 2011 Amanda Tyler |
Don't Make This Year-End Investing Mistake If you have one or more taxable accounts, you need to consider the tax ramifications of the various movements of your funds throughout the year. |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses. |
The Motley Fool March 24, 2005 Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
The Motley Fool December 3, 2004 Josie Raney |
Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds. |
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. |
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? |
The Motley Fool March 8, 2007 Robert Brokamp |
Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index... |
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 6, 2010 Dan Caplinger |
A Tax Cut Everyone Can Agree on Taxing mutual fund and ETF capital gain distributions has never made sense. |
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. |
Financial Advisor September 2006 Marla Brill |
Back In The Spotlight Tax-sensitive funds are gaining new interest from investors. |
The Motley Fool April 13, 2006 Robert Brokamp |
Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement. |
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 June 14, 2008 Todd Wenning |
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that. |
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 December 23, 2010 Dan Caplinger |
Don't Panic About These ETF Drops If you've seen a big drop in your ETF portfolio value and don't know why, take a look and see if any of the ETFs you own have declared distributions lately. |
The Motley Fool August 24, 2006 Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts. |
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. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
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. |
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. |
Financial Planning June 1, 2007 David E. Adler |
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return. |
The Motley Fool June 3, 2005 Roy Lewis |
Tax Rules for Selling Mutual Funds What do you do when it's time to sell? |
The Motley Fool January 16, 2007 Dayana Yochim |
Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes. |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you. |
The Motley Fool March 7, 2007 Selena Maranjian |
Little Tax Tips Tax season is upon us. Here are a few little tax tips to whet your appetite and get you all excited about your upcoming date with a 1040 form. |
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 June 3, 2010 Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
The Motley Fool March 3, 2005 Robert Brokamp |
Don't Max Out Your 401(k): Redux Maybe stuffing your employer-sponsored retirement plan isn't your best bet. |
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 March 18, 2005 Roy Lewis |
Shift Income for Tax Savings Here are some strategies for lowering your tax bill. |
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 December 23, 2004 |
Uncle Sam Wants Your Gains The government wants a chunk of all your capital gains -- almost. |