Investment Taxes

Latest Articles

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  What is the long-term capital gains tax?

  Long-term gains are taxed at a lower rate than short-term gains. In a hot stock market, the difference can be significant.

  Sep 14, 2018
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  IRA required minimum distributions table

  If you’ve reached age 70 1/2, you must take RMDs or pay a heavy excise tax. Use this table as a guide.

  Aug 28, 2018
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  What will happen to stocks if the government shuts down?

  Congress and the Trump administration might force a government shutdown. Be prepared!

  Jan 18, 2018
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  Capital gains tax: Your income helps determine what you pay

  Your income determines whether you’re taxed on the profits you make from investing.

  Mar 21, 2017
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  How to avoid running afoul of the wash-sale rule when you buy and sell stocks or funds

  If you sold stock to take a capital loss for tax purposes, don’t buy it back too soon.

  Feb 13, 2017
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  Estate and gift tax exemption amounts for 2016-2017

  If you give away lots of money during your life or after, taxes may be triggered.

  Jan 10, 2017
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  See what the new 2017 IRS rules mean for your retirement savings

  While the limits on contributions aren’t changing, other tweaks may affect you. 

  Nov 09, 2016
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  Get a break now from the IRS for saving for retirement

  For lower-income filers, money put away for retirement could cut today’s tax bill.

  Mar 31, 2016
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  Some taxpayers face a deadline to make IRA withdrawal

  No fooling: The IRS says some older taxpayers must withdraw a bit of IRA money by April 1.

  Mar 23, 2016
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  Beneficiary’s tax responsibility for Series EE Savings Bonds

  Beneficiaries will owe tax when the bond is redeemed, but students may get a break.

  Mar 08, 2016