Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

The Motley Fool January 15, 2010	Mutual Funds and Your Taxes How to account for what you buy and sell during the year.
The Motley Fool December 23, 2008 Dan Caplinger	The Easy Remedy to Avoid a Nightmare in April Investors have had plenty of nightmares over the past year as they've watched their portfolio values plunge. Keep from experiencing yet another nightmare next April by taking steps now to keep your taxes simple while letting you make the most of the losses you've suffered.
The Motley Fool April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
The Motley Fool October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
The Motley Fool December 4, 2006 Dan Caplinger	10 Trillion Reasons to Invest Mutual funds keep raking in the money.
Registered Rep. March 1, 2007	The Cost-Basis Headache The need to determine accurate cost basis on stock holdings is becoming increasingly critical for financial advisors. The difficulty of finding original cost-basis values for stocks has vexed investors for decades and shows little signs of abating.
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
Financial Planning June 1, 2011 Donald Jay Korn	Basis Training To help close the capital gains tax gap, lawmakers in 2008 approved new reporting requirements for brokers and other financial institutions. Starting this year, those firms must report the adjusted cost basis of securities that were sold, and also indicate whether the trade was short or long term.
The Motley Fool March 7, 2007 Selena Maranjian	Little Tax Tips Tax season is upon us. Here are a few little tax tips to whet your appetite and get you all excited about your upcoming date with a 1040 form.
The Motley Fool November 5, 2007 Selena Maranjian	Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.
The Motley Fool October 16, 2006 Zoe Van Schyndel	Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.
The Motley Fool October 29, 2007 Dan Caplinger	Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.
The Motley Fool August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool January 11, 2006 Selena Maranjian	Why Funds Suddenly Plunge If you notice a large dip in your mutual fund, the reason may be quite simple: distribution of dividends.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
The Motley Fool June 16, 2006 Roy Lewis	What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes.
The Motley Fool January 16, 2004 Roy Lewis	Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
The Motley Fool July 21, 2006 Roy Lewis	Tax Your Shorts Before you short a stock, know the tax rules involved.
The Motley Fool April 5, 2005	Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds.
The Motley Fool January 9, 2007 Selena Maranjian	Hey -- My Fund Just Crashed! Try not to panic; there just might be a logical explanation. Fund prices are adjusted downward to account for distributions.
Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
The Motley Fool April 8, 2004 Selena Maranjian	Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks?
The Motley Fool June 30, 2006 Roy Lewis	The Cost Basis Crisis The IRS and taxpayers struggle with one of the peskiest aspects of stock sales. Will a change in the rules require your broker to reconstruct your portfolio with respect to cost basis?
Financial Advisor March 2004 Marla Brill	Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.
The Motley Fool January 5, 2007 Selena Maranjian	Recent Trends in Mutual Funds Most of us hold some mutual funds. See how they've been growing lately.
The Motley Fool August 7, 2006 Dave Mock	3 Proven Ways to Boost Returns Time-honored methods to dramatically accelerate portfolio growth. Invest in high-yield stocks... Avoid short-term trading... etc.
The Motley Fool November 18, 2005 Roy Lewis	Tax Your Shorts When you sell stocks short, don't forget to give the IRS its cut.
Financial Advisor June 2006 Matt Hougan	Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs).
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
Entrepreneur March 2004 Scott Bernard Nelson	Do It Your Way Tailor your portfolio with separately managed accounts.
The Motley Fool February 23, 2006 Selena Maranjian	Great Jobs: High Pay, Low Work Sit back and get paid for doing next to nothing -- it's a cushy job. Invest in a healthy, growing company that pays a significant dividend, and it will pay you cash every year.
The Motley Fool January 31, 2007 Dan Caplinger	Don't Jump the Gun Those tax statements you're about to get might be wrong. When it comes to tax forms and doing your taxes, it pays not to jump the gun.
Registered Rep. March 1, 2005	Fun Days for Funds No Kidding The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds.
The Motley Fool August 16, 2004 Mathew Emmert	Closing In on Dividends Closed-end mutual funds can supplement your dividend-paying stock portfolio.
Knowledge@Wharton June 4, 2003	Bush's Dividend Tax Cut: Glass Half Empty or Half Full? The final tax-cut bill the president signed into law at the end of May did not eliminate dividend taxes, but reduced the dividend tax to 15%, from a high of 38.6%, for investors in the top tax bracket. Is that enough to provide the benefits advocates had predicted?
The Motley Fool January 25, 2005 Selena Maranjian	Lumpy Results Ahead Don't expect smooth sailing when you're investing. In the short run, the stock market is especially volatile, and your performance over a few months could be a gain of 25%, or a loss of 18%, or something else.
The Motley Fool December 23, 2005 Nathan Parmelee	The Investing Strategy That Keeps Giving The best results from dividends require patience, a long-term time horizon, and excellent companies for your investment dollars.
The Motley Fool March 9, 2006 Jim Mueller	Dividend Myths Foolishly Debunked, Part 2 Is a dividend really a dividend? Do stock splits fit in here somehow? What happens to my tax situation if I sell on the ex-dividend date?