Investment Taxes

Latest Articles

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  Top 1 percent: How much do they earn?

  Many believe this group bleeds money, but that’s not always the case.

  3 min read Oct 24, 2011
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  Capital gains tax on sale of gold or silver

  When you sell personal property, you have to pay tax on the gain, but there’s no deduction for a loss.

  2 min read Oct 06, 2011
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  How to pay taxes on a Roth IRA conversion

  After losing a job, a tax bill for your IRA conversion is the last thing you need.

  3 min read Jul 28, 2011
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  How taxes affect investing gains, losses

  Consider capital gains, losses and dividends while investing in stocks and bonds.

  3 min read Jul 05, 2011
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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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  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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  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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  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
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  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
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  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
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  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
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  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
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  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
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  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