Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

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.
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.
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
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 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 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 April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
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.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
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 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.
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.
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 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
The Motley Fool March 31, 2010 Jennifer Schonberger	3 Tax Tips for Investing Veteran financial planner Norm Mindel, author of the new book, "Wealth Management in the New Economy," on investing for tax purposes.
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 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 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 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.
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.
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 January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
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 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.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
Financial Planning May 1, 2005 Russell Wild	To Reinvest or Not to Reinvest Advisers have strong opinions on what to do with dividends and capital gains. But the choice may not be either-or.
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.
Financial Advisor April 2010 Alan Lavine	Performance Trade-Off The failure to carefully reinvest exchange-traded fund dividends could be costing your clients thousands of dollars in performance.
The Motley Fool June 13, 2007 Robert Brokamp	Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay.
On Wall Street July 1, 2012 Tom Roseen	The Tax Drag Dilemma We have shown that, despite significant tax-loss carryforwards being incurred by equity funds over the last several years, tax drag is in many cases at least as harmful to wealth creation as is expense drag; and often more harmful.
Real Estate Portfolio May/Jun 2004	Did You Know Because REITs generally do not pay corporate taxes, the majority of REIT dividends will continue to be taxed as ordinary income at a new maximum rate of 35 percent (down from 38.6 percent).
Financial Advisor June 2006 Bruce W. Fraser	Sleeping Giants Companies and investors are waking up to dividends -- but will it last?
Commercial Investment Real Estate Jul/Aug 2006 Richard S. Lehman	Inbound Investments U.S. commercial real estate professionals should become familiar with the tax benefits available to inbound international real estate investors.
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 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%.
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.
The Motley Fool April 7, 2009 Dan Caplinger	Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well.
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.
The Motley Fool March 8, 2007 Robert Brokamp	Funds Fighting Inflation Rethink reinvesting during retirement. Vanguard Short-Term Bond Index... Vanguard 500 Index...
On Wall Street March 1, 2013 Tom Roseen	Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency.
The Motley Fool November 6, 2009 Dan Caplinger	3 Investments That Will Cut Your Taxes Let's talk about some investments that get preferential treatment from the tax man.
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 July 5, 2006 Dan Caplinger	Staying Ahead of the Tax Curve Good tax planning starts well before the year ends. Dealing with your taxes is a big challenge. Like many things, however, if you stay on top of your taxes with some pre-planning, it's a lot easier to keep them under control.
Investment Advisor February 1, 2011 David Lau	Dispatches from the Tax-Efficient Frontier Three advisors share views on the power of tax deferral.
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.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
Financial Advisor August 2008 Ken Ziesenheim	The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.
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 November 17, 2004	Beware of "Churning" When brokers and fund managers churn, you usually pay.