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
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Short-term capital gains tax rates, and how to reduce your taxes
Paying attention to short-term capital gains tax rates can help you save money in the long run.
3 min read Nov 27, 2024 -
Short-term vs. long-term capital gains: How to trim your tax bill
The federal government encourages Americans to invest, but Uncle Sam wants a cut of any profits. Capital gains are the financial profit you earn when you sell an asset like a home, business or stocks and [...]
4 min read Nov 27, 2024 -
7 top tax tips for investors
Pay particular attention to these areas and you may find some new ways to save on what you owe.
5 min read Mar 29, 2024 -
How are mutual funds taxed? 4 ways to minimize your tax bill
Mutual fund taxes can be complicated. Here’s what you need to know.
3 min read Mar 27, 2024 -
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.
5 min read Mar 27, 2024 -
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 Nov 16, 2023 -
5 tax deductions for rental property
You can claim a range of tax deductions related to the running of the property itself and even to running a business.
3 min read Nov 04, 2021 -
3 ways Biden’s American Families Plans could change your taxes
The proposal includes changes to long-term capital gains and more.
5 min read Apr 29, 2021 -
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 -
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.
5 min read Mar 23, 2016 -
Beneficiary’s tax responsibility for Series EE Savings Bonds
Beneficiaries will owe tax when the bond is redeemed, but students may get a break.
2 min read Mar 08, 2016 -
5 ways to reduce taxes in retirement
Worried about retirement income? Follow these 5 strategies to lessen tax liability.
4 min read Feb 12, 2016 -
Capital gains tax loophole on rental property?
You’ll have to pay capital gains on the sale of your rental property. Here’s why.
3 min read Feb 02, 2016 -
How much tax will I owe on a closed investment account?
The tax bill depends on how your investments have performed. Here’s how to calculate it.
3 min read Dec 22, 2015 -
Capital losses can help cut your tax bill
Taking a loss can pay off at tax-filing time, as long as you sell by the end of the tax year.
4 min read Dec 16, 2015 -
Paid taxes on inherited IRA distribution, but hit up by IRS audit for more?
Compare the numbers on your 1040 with those sent by the IRS to find the problem.
3 min read Nov 24, 2015 -
What’s the limit on cash gifts from a nonresident alien?
You can each receive up to $100,000, but be sure to follow all the reporting rules.
3 min read Nov 17, 2015 -
You can pay asset management fees from your IRA or with other assets
You won’t owe taxes if you pay fees from your IRA. In fact, there may be other tax breaks.
2 min read Oct 13, 2015 -
What if you don’t file the FBAR on time? What are the FBAR penalties?
If you have a foreign bank account, the IRS gives you a short time to file the FBAR.
2 min read Jun 16, 2015 -
Writing off a worthless stock
Did one of your investments totally tank? It may become valuable as a tax break.
2 min read Mar 11, 2015