Investment Taxes

Latest Articles

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  Converting nondeductible IRA to Roth

  All gains in your IRA will be taxed at ordinary income tax rates, no matter what their nature.

  2 min read May 17, 2011
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  What happens to investment interest expenses?

  The investment interest expense of the decedent spouse is not eligible for carry-over. 

  1 min read May 03, 2011
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  Capital gains treatment of warrants

  With warrants, your holding period starts the day you exercise your right to acquire the stock.

  1 min read Mar 08, 2011
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  Penalty on withdrawals from Roth IRA?

  Whether you pay a penalty on Roth IRA withdrawals depends on a few factors.

  3 min read Jan 25, 2011
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  When policyholders become shareholders

  An opportunity exists for legally avoiding taxes on the demutualization proceeds.

  1 min read Jan 13, 2011
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  Pay tax twice for foreign rental property?

  The U.S. maintains treaties with foreign countries to prevent double taxation on the same income.

  1 min read Dec 16, 2010
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  Figuring required minimum distributions

  Here’s a breakdown of options when figuring your IRA’s required minimum distribution.

  2 min read Nov 18, 2010
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  Converting a traditional IRA to a Roth IRA

  It may be a good opportunity for folks to convert an IRA with nondeductible contributions to a Roth IRA.

  2 min read Nov 16, 2010
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  5 tax moves to make now

  No matter what happens in Congress, these tax moves could save you money.

  3 min read Nov 16, 2010
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  One way to avoid IRA early withdrawal penalty

  You can tap IRA money early without paying a tax penalty if you annuitize it in an IRS-sanctioned way.

  2 min read Nov 11, 2010