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The Motley Fool December 14, 2004	Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.
The Motley Fool November 29, 2005 Philip Durell	Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers?
The Motley Fool May 17, 2006	Vexed by Good Fortune What do you do when your stock soars? Hang on or sell? Here's some advice.
The Motley Fool August 15, 2007 Tim Beyers	Speaking Mathanese: Investment Losses In this installment of Speaking Mathanese we discuss the best way to handle investment losses. First rule: Don't give Uncle Sam a handout.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
The Motley Fool November 2, 2005	Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks.
On Wall Street December 1, 2009 Bill Fleming	Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.
The Motley Fool August 10, 2007 Tim Beyers	Speaking Mathanese: Investment Income The taxman cometh. Do you know what you owe? Sharpen your pencils. In this installment of Mathanese we tackle tax-loss selling, short-term gains and long-term gains.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
The Motley Fool April 8, 2008 Sham Gad	How the IRS Makes You a Better Investor Taking a look at your Schedule D tax forms could give great insight into your investing habits.
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.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
The Motley Fool December 3, 2008 Dan Caplinger	The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed.
The Motley Fool April 13, 2007 Selena Maranjian	Should You Sell a Winner? What should investors do with a stock that skyrockets before you planned to sell?
The Motley Fool February 9, 2005	Money Market Funds, Explained They're not exciting, but you may need them. They're generally ill-suited for long-term savings, but they're great for short-term investments, such as for money you'll need in the near future.
The Motley Fool July 25, 2007 Tim Beyers	Speaking Mathanese: Tax-Loss Selling In this weekly segment of "Speaking Mathanese," tax-loss selling is discussed.
The Motley Fool February 19, 2008 Dan Caplinger	Don't Fall for Short-Term Bond Funds Short-term bond funds are often touted as a substitute for money market funds. Often, short-term bond funds pay slightly higher interest rates, however, a little more interest isn't worth the risk.
BusinessWeek October 31, 2005 Lewis Braham	A Rich Harvest Of Losses It's time to check your portfolio to see if there is anything you can sell to offset gains or reduce 2005 taxable income.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
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.
The Motley Fool October 15, 2004 Roy Lewis	Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet.
The Motley Fool July 16, 2007 Tim Beyers	Speaking Mathanese: Capital Gains Taxes Can you beat the market? Here's the math you need to find out, explained in plain English. Did you include dividends when calculating capital gains taxes? Believe it or not, you shouldn't have.
The Motley Fool October 26, 2004	Why You Need Short-Term Savings Though your short-term savings will never rival returns on stocks over the long term, short-term money needs to earn its keep, countering inflation and maybe earning a little more.
The Motley Fool June 4, 2007	Why Short-Term Savings? You've got several options on where to keep your short-term stash. But first, you need to do a bit of financial self-reflection to determine how much short-term savings you need and when you'll need it.
The Motley Fool January 11, 2005	Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes.
The Motley Fool July 7, 2008 Dan Caplinger	If You're Gonna Sell, Sell Now Thinking about tax strategies a little early can give you an edge.
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 April 29, 2009 Dan Caplinger	Use Your Losses Without Missing the Rally If you're still smarting from all the money you had to pay the IRS earlier this month, don't just suffer -- do something about it. Now's a great time to build up tax breaks for years to come.
The Motley Fool July 12, 2007 Selena Maranjian	Can You Handle a Need for Speed? Investors, think twice before following volatility. Blue Coat Systems... Priceline.com... Checkfree...
The Motley Fool October 30, 2009 Selena Maranjian	Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time.
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 September 25, 2007 T. Hanson & B. Richards	Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision.
The Motley Fool September 26, 2005 Marko Djuranovic	Knowing When to Sell: Part 1 Taxes should figure prominently into your decision to sell or hold a stock.
The Motley Fool May 13, 2009 Dan Caplinger	No Rally Can Help These Stocks For many investors, the losses they've suffered have been so bad that there's almost no possibility they'll ever earn back what they've lost.
InternetNews September 27, 2004 Paul Shread	Technical Analysis: Market Continues Freefall If there's any good news, it's that the market has reached short-term oversold levels, and option traders continue to show caution.
InternetNews August 20, 2004 Paul Shread	Technical Analysis: Momentum Turns Up But the indexes are short-term overbought.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
Financial Advisor October 2008 Eric L. Reiner	Thinking Ahead A client who's portfolio has suffered a particularly bad flogging may at least be able to benefit from some thoughtful tax planning.
The Motley Fool November 25, 2009 Selena Maranjian	Time to Sell Those Winners -- and Losers The end of the year is approaching, and there are things you can do now to reduce your tax hit.
Investment Advisor January 2006 Robert Breshock	The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.
Entrepreneur October 2003 Dian Vujovich	No Guts, Some Glory Thinking short term and safety first? Here's a fund that's got both.
The Motley Fool October 30, 2006 Brian Richards	It Might Be Time to Pare Back It's every investor's toughest decision: Hold or sell?
The Motley Fool December 27, 2006 Selena Maranjian	Short-Term Money Doesn't Have to Earn Peanuts A savings account isn't the only option for money you might be needing soon.
InternetNews May 24, 2005 Paul Shread	Technical Analysis: Nasdaq Stopped Again The index continues to struggle at an old support level.
The Motley Fool June 2, 2011 Selena Maranjian	Why You Should Harvest Gains in 2011 and 2012 The latest development in our tax code could make this year or next a great time to harvest some of your capital gains.
The Motley Fool January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
The Motley Fool September 4, 2008 Rich Duprey	Another Reason Not to Day Trade Day traders, don't try to pull a fast one on the IRS.
The Motley Fool February 2, 2010 Dan Caplinger	You Can't Afford This Huge Mistake If you start trading frequently instead of investing for the long run, you'll end up costing yourself a lot more than you may think -- and you'll dig yourself so deep a hole that you may never get out.
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?