Investment Taxes

Latest Articles

• What is the long-term capital gains tax?

  Certain windfalls are considered capital gains. Here’s how to determine what you’ll owe.

  6 min read Feb 25, 2021

  

• Wash-sale rule: What to avoid when selling your investments for a tax loss

  Here’s what a wash sale is and how to easily avoid it while securing your tax write-off.

  5 min read Nov 16, 2020

  

• 5 unusual year-end tax strategies for investors

  If you’re an investor, you’ll want to optimize your tax situation with strategies beyond the traditional ones.

  4 min read Nov 10, 2020

  

• Donor-advised funds: A popular tax-advantaged way to give to charity

  Here’s how a donor-advised fund works and why it may be an attractive option for the wealthy.

  4 min read Nov 09, 2020

  

• Reduce your taxes with these last-minute moves before the end of the year

  Take heed, taxpayers. Time is running out on these moves.

  5 min read Dec 28, 2019

  

• Tax ramifications of owning an investment property

  Before you buy your first rental property, here are the major tax ramifications to know about.

  3 min read Oct 04, 2019

  

• Capital gains tax: Your income helps determine what you pay

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

  3 min read Mar 21, 2017

  

• 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.

  4 min read Feb 13, 2017

  

• 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.

  2 min read Jan 10, 2017

  

• 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.

  4 min read Mar 31, 2016