Investment Taxes
Capital gains are profits made from the sale of real estate, investments and personal property. Get the latest capital gains tax rates and investment tax advice.
Tax Basics
Latest Articles
-
401(k) withdrawal rules can be tricky
You lose the separation-from-service exception to avoid a tax penalty if you roll over funds to an IRA.
2 min read Nov 09, 2010 -
How expiring Bush tax cuts will affect you
If the Bush tax cuts disappear altogether, it will affect everyone on the socioeconomic scale.
4 min read Oct 18, 2010 -
Avoiding an early SEP IRA withdrawal penalty
One man could have avoided paying income taxes if he’d restructured his retirement plan differently.
2 min read Sep 23, 2010 -
What to do if Bush tax cuts expire
You can take some steps to minimize your tax bill should Congress decide not to extend the tax cuts.
7 min read Sep 14, 2010 -
Tax planning for IRA withdrawals
Since you turned age 59½ you could have taken all the money out of your IRA without paying a penalty.
2 min read Aug 17, 2010 -
IRA withdrawals for college, home purchase
The IRS lets you access IRA funds penalty free to defray college costs and to purchase a home.
1 min read Aug 10, 2010 -
6 midyear tax moves to make
If you wait until the end of the year to think about taxes, you could miss out on some tax breaks.
5 min read Jul 07, 2010 -
4 ways to spy on your CPA
What do you know about the guy keeping your books? Here’s how to get the lowdown on your CPA.
3 min read May 27, 2010 -
Working abroad and investing in a Roth IRA
A U.S. citizen in Thailand wonders what is impeding his eligibility to contribute to a Roth IRA.
2 min read Apr 08, 2010 -
How to invest your tax refund
First figure out your savings goals, then determine how to invest your windfall wisely.
3 min read Apr 06, 2010 -
How Americans will spend their tax refund
Bankrate’s exclusive poll reveals that 84 percent of Americans plan to spend their tax refund wisely.
4 min read Apr 05, 2010 -
5 tax breaks for the recession
If you’ve lost or reduced your income in these hard times, there could be a tax silver lining.
4 min read Mar 30, 2010 -
Down market could produce tax surprises
Even when mutual funds have dropped in value, shareholders could pay capital gains taxes.
6 min read Mar 10, 2010 -
Plan for taxes due on a Roth IRA conversion
Before converting your traditional IRA to a Roth account, ask yourself these key questions.
5 min read Mar 05, 2010 -
2009-10 retirement plan contribution limits
Keeping up with IRS rules on retirement plan contribution limits is easier with this chart.
1 min read Jan 05, 2010 -
10 astute tax moves in 2010
Start saving today on next year’s taxes with these simple strategies for lowering your IRS bill.
5 min read Dec 29, 2009 -
Tax due on jointly held savings bonds?
When mom has died, how will interest on savings bonds held jointly with her daughter be taxed?
2 min read Oct 15, 2009 -
Deferring interest on savings bonds
There are several ways for taxpayers to report the interest earned on savings bonds.
2 min read Oct 08, 2009 -
‘Goofy’ change coming to Roth IRA
A 2010 Roth IRA rule change will help investors, even if the logic behind it is a little ‘goofy.’
1 min read Sep 29, 2009 -
Rollover funds won’t get new tax break
Transferring retirement funds into a traditional IRA rollover will not net a new tax break.
1 min read Sep 21, 2009