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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6 midyear tax moves to make
If you wait until the end of the year to think about taxes, you could miss out on some tax breaks.
5 min read Mar 11, 2022 -
4 ways to spy on your CPA
What do you know about the guy keeping your books? Here’s how to get the lowdown on your CPA.
3 min read Mar 03, 2022 -
Working abroad and investing in a Roth IRA
A U.S. citizen in Thailand wonders what is impeding his eligibility to contribute to a Roth IRA.
2 min read Mar 11, 2022 -
How Americans will spend their tax refund
Bankrate’s exclusive poll reveals that 84 percent of Americans plan to spend their tax refund wisely.
4 min read Mar 11, 2022 -
5 tax breaks for the recession
If you’ve lost or reduced your income in these hard times, there could be a tax silver lining.
4 min read Jun 25, 2020 -
Down market could produce tax surprises
Even when mutual funds have dropped in value, shareholders could pay capital gains taxes.
6 min read Apr 11, 2022 -
Plan for taxes due on a Roth IRA conversion
Before converting your traditional IRA to a Roth account, ask yourself these key questions.
5 min read Mar 11, 2022 -
2009-10 retirement plan contribution limits
Keeping up with IRS rules on retirement plan contribution limits is easier with this chart.
1 min read Mar 11, 2022 -
10 astute tax moves in 2010
Start saving today on next year’s taxes with these simple strategies for lowering your IRS bill.
5 min read Mar 11, 2022 -
Tax due on jointly held savings bonds?
When mom has died, how will interest on savings bonds held jointly with her daughter be taxed?
2 min read Oct 22, 2019 -
Deferring interest on savings bonds
There are several ways for taxpayers to report the interest earned on savings bonds.
2 min read Apr 06, 2022 -
‘Goofy’ change coming to Roth IRA
A 2010 Roth IRA rule change will help investors, even if the logic behind it is a little ‘goofy.’
1 min read Mar 11, 2022 -
Rollover funds won’t get new tax break
Transferring retirement funds into a traditional IRA rollover will not net a new tax break.
1 min read Oct 22, 2019 -
IRA penalty has multiple exceptions
The IRS makes it clear that taxpayers can withdraw IRA money early for more than one purpose.
1 min read Dec 15, 2021 -
Figuring losses on rental property
The cap on rental losses is meant to limit the number of deductions one person can take.
2 min read Mar 24, 2009 -
Foreigners and withholding tax
Withholding tax is due on stock dividends of U.S. companies even if you aren’t a U.S. citizen.
1 min read Jul 23, 2018 -
Rolling into a Roth
If a traditional IRA contains some after-tax contributions, it can still be converted to a Roth.
1 min read Oct 22, 2019 -
Inherited IRA withdrawals
The beneficiary of an inherited IRA can withdraw without the 10-percent penalty.
2 min read Oct 22, 2019 -
Moving an IRA to another bank
How often you can transfer retirement accounts depends on the type of transfer, says CPA George Saenz.
2 min read Sep 15, 2008 -
Selling demutualized shares
Good news for shareholders in a converted insurance company.
2 min read Oct 22, 2019