Investment Taxes

Latest Articles

• Tax credit for savings made for retirement

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

  4 min read Apr 04, 2014

  

• Reporting your investment earnings

  You pay less tax on unearned income, but if you earn high wages, a new tax may apply.

  4 min read Mar 31, 2014

  

• Finalizing your 2010 Roth taxes

  Did you convert a traditional IRA to a Roth in 2010? You may still owe conversion taxes.

  2 min read Mar 26, 2013

  

• Are investment fees tax-deductible?

  IRA fees are tax-deductible if you use outside assets to pay them.

  2 min read Feb 12, 2013

  

• Who pays grandkids’ taxes on dividends?

  It used to be easy to transfer assets to your grandkids and shift the tax burden to them, too.

  2 min read Feb 07, 2013

  

• Gifts to charity pay off on your taxes

  Your gifts to charity can do more than make you feel good. They might lower your tax bill.

  7 min read Jan 10, 2013

  

• Declaring an investment loss on land

  You’ll have to prove your investment intention to the IRS. Here’s what you need to know.

  2 min read Dec 04, 2012

  

• How the fiscal cliff may affect your taxes

  Here’s how the expiration of certain tax provisions could hit your family budget.

  4 min read Nov 16, 2012

  

• How to day trade your way around taxes

  There’s a way to shelter capital gains as a day trader, but it involves making certain tax moves.

  2 min read Sep 11, 2012

  

• Defer passive activity loss to next year?

  If you’re entitled to the $25,000 deduction, you have to claim it regardless of your other income.

  2 min read May 03, 2012