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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 15, 2010 |
Mutual Funds and Your Taxes How to account for what you buy and sell during the year. |
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 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 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. |
The Motley Fool February 19, 2009 Dan Caplinger |
The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees. |
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 August 13, 2009 Dan Caplinger |
This Simple Tip Will Make You Richer Often, it can make a bigger difference than what you invest in. Consider taxable and non-taxable plans and mutual funds as well. |
The Motley Fool October 24, 2007 Dan Caplinger |
Cut Your Taxes Without Selling Low A twist on tax-loss selling keeps you in the game. |
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 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 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 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. |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses. |
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. |
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 January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
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 November 17, 2004 |
Beware of "Churning" When brokers and fund managers churn, you usually pay. |
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 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 July 7, 2008 Dan Caplinger |
If You're Gonna Sell, Sell Now Thinking about tax strategies a little early can give you an edge. |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. |
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 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 14, 2009 Dan Caplinger |
3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape. |
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 April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions. |
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. |
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. |
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 March 29, 2009 Tim Beyers |
You Are About to Lose a Fortune A Dow collapse is even more likely than you think. |
The Motley Fool January 21, 2009 John Rosevear |
Are You Smart Enough to Survive This? It's the most challenging market of our lifetimes. Do you know what to do? |
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. |
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 February 25, 2011 Selena Maranjian |
How to Profit From Losses Offset your taxable gains and wipe out lots of taxes. |
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 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 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 January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
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 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 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 August 7, 2006 Dave Mock |
3 Proven Ways to Boost Returns Time-honored methods to dramatically accelerate portfolio growth. Invest in high-yield stocks... Avoid short-term trading... etc. |
The Motley Fool February 26, 2009 Selena Maranjian |
The Upside of Broker Fees The more frequently you trade, the more you'll pay your broker in commission fees. But many people may not know that factoring in the cost of those commissions can reduce your capital gains -- and cut the taxes you owe. |
The Motley Fool July 17, 2009 Dan Caplinger |
You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS. |
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 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 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. |