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
-
Top 1 percent: How much do they earn?
Many believe this group bleeds money, but that’s not always the case.
3 min read Dec 21, 2020 -
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 Apr 11, 2022 -
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 Jan 24, 2021 -
How taxes affect investing gains, losses
Consider capital gains, losses and dividends while investing in stocks and bonds.
3 min read Mar 11, 2022 -
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 Mar 11, 2022 -
What happens to investment interest expenses?
The investment interest expense of the decedent spouse is not eligible for carry-over.
1 min read Jan 24, 2021 -
Capital gains treatment of warrants
With warrants, your holding period starts the day you exercise your right to acquire the stock.
1 min read Oct 23, 2019 -
Penalty on withdrawals from Roth IRA?
Whether you pay a penalty on Roth IRA withdrawals depends on a few factors.
3 min read Mar 11, 2022 -
When policyholders become shareholders
An opportunity exists for legally avoiding taxes on the demutualization proceeds.
1 min read Sep 03, 2021 -
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 Apr 06, 2022 -
Figuring required minimum distributions
Here’s a breakdown of options when figuring your IRA’s required minimum distribution.
2 min read Mar 11, 2022 -
5 tax moves to make now
No matter what happens in Congress, these tax moves could save you money.
3 min read Apr 11, 2022 -
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 Mar 11, 2022 -
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 Mar 11, 2022 -
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 Mar 11, 2022 -
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 Apr 11, 2022 -
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 Mar 11, 2022 -
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 Apr 11, 2022 -
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 Nov 02, 2023 -
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 Mar 03, 2022