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Financial Advisor March 2007 Eric L. Reiner |
Rough Road The talk of the town this filing season is 1099s. What will the correction rate be? What's causing the problem? And more to the point, what can advisors do about it? |
Registered Rep. January 31, 2007 Kristen French |
B/D Firms Delay 1099s--Again Many investors will be receiving late 1099 tax forms this year. At least five financial firms are delaying the mailing of 1099s to clients in order to minimize the kinds of errors that have forced them to send out revised forms in recent years. |
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. |
The Motley Fool April 14, 2010 Selena Maranjian |
When Good Tax Returns Go Bad Flubbed that 1040? Correct your mistakes, pronto. |
The Motley Fool March 28, 2005 Mathew Emmert |
Tax Tips for Income Investors Knowing the drill come tax time can put money in your pocket and alleviate hassles. |
Registered Rep. September 2, 2010 Stevie D. Conlon |
Looming Cost-Basis Crunch With less than six months to go, the brokerage community is under intense pressure to prepare for the new cost basis reporting law. |
AFP eWire April 9, 2007 |
IRS to Require Electronic Filing for Small Charities In 2008, the Internal Revenue Service (IRS) will begin requiring small charities, many of which previously were not required to file tax returns, to submit an annual electronic notice. |
The Motley Fool December 28, 2007 Rich Smith |
Snap! AMT Bites Tax Preparers Congress took even longer than usual fixing the alternative minimum tax this year; as a result, taxpayers must wait until February 11 to make their 2007 tax filings. |
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 January 5, 2007 Selena Maranjian |
Fixing Tax Return Errors Flubbed your 1040? You've got three years to correct it. |
The Motley Fool April 20, 2004 Selena Maranjian |
Goof on Your Tax Return? Fear not -- our friends at the IRS will permit you to revise your return. |
Registered Rep. April 17, 2013 Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
On Wall Street August 1, 2009 Bill Fleming |
Bank Account Xenophobia: U.S. Reporting of Foreign Accounts The foreign account filing form and instructions were extensively revised late last year. The new instructions caused so much confusion that the IRS posted a series of questions and answers on its website in May. |
The Motley Fool December 14, 2005 Selena Maranjian |
Surprise! Brokerages Favor the Rich Brokerages don't treat all investors the same. The more money you have at the brokerage, the better interest rate you'll likely receive. It doesn't sound quite fair, does it? |
The Motley Fool June 3, 2005 Roy Lewis |
Tax Rules for Selling Mutual Funds What do you do when it's time to sell? |
The Motley Fool January 12, 2006 |
Did You Goof on Your Tax Return? Don't sweat your errors. You can fix them. Here's how. |
The Motley Fool February 23, 2004 Mathew Emmert |
Protect Your Dividends From the IRS Pay fewer taxes on dividends by choosing the best account and the right investments. The new, lower tax rate on dividends is a boon to investors, but there are still a few sticky areas to watch out for. |
The Motley Fool December 12, 2006 Mary Dalrymple |
Tax Refund Delays Ahead Late tax law changes may delay refunds for very early filers. |
Financial Planning July 1, 2005 Julian Block |
Making Amends Nearly 4 million Americans will file an amended tax return this year. Your financial planning clients might be among them. Here are some filing tips. |
The Motley Fool May 14, 2007 Dan Caplinger |
Sweep Up More Income Get your brokerage cash working harder for you. |
AFP eWire April 5, 2004 |
E-Filing for Charities Now a Reality After years of work by the Internal Revenue Service (IRS), the nonprofit sector can finally file its 990/990EZ forms electronically. |
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 April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool December 26, 2006 Selena Maranjian |
Kiss Your Brokerage Goodbye If you're fed up with your brokerage and don't like having to pay that commission every time you buy or sell a stock or mutual fund, know that you have some choices. |
The Motley Fool December 31, 2003 |
Choose the Right Broker What should you consider when comparing brokerages? |
The Motley Fool April 13, 2010 Selena Maranjian |
The Tax Deadline You Can't Afford to Miss Filing late won't exempt you from playing by the rules. |
The Motley Fool March 24, 2005 Selena Maranjian |
Save Big Bucks When Investing Why spend more than you have to when investing? Here are some ways to enhance the power of your investing dollar. |
The Motley Fool January 10, 2006 |
Compare Brokerages and Find the Best for You Here are some things you should consider when comparing brokerages and choosing one. |
Entrepreneur January 2004 Scott Bernard Nelson |
Under Fire Is it still possible to invest without getting burned? |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
The Motley Fool July 13, 2004 |
Finding the Best Brokerage There might be a cheaper, better brokerage than the one you're using. |
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 July 19, 2006 Selena Maranjian |
Find the Right Broker When it comes to handling your investments, one size doesn't fit all. Shop around. |
The Motley Fool September 17, 2004 Selena Maranjian |
Brokerage Statement Bewilderment You don't have to be flummoxed by your financial statements. |
BusinessWeek September 3, 2007 Jonathan Berr |
Shaky Times For Munis Depending on how the U.S. Supreme Court rules on an obscure point of tax law in its next session, the normally sleepy municipal bond market could be turned upside-down. |
The Motley Fool January 10, 2007 Dan Caplinger |
You Can Start Small You don't need a big bankroll to start investing. A wide range of options are available for investors of modest means, so that you can take what you've already saved and get started. |
The Motley Fool April 10, 2007 Mary Dalrymple |
Don't Let Tax Panic Rule Your World Here are some last-minute tax reminders for the procrastinators among us. |
The Motley Fool September 9, 2004 |
Why Reinvesting Dividends Rocks Many people might shrug their shoulders at the thought of reinvesting dividends, thinking they might as well just take those few dollars as cash and enjoy them. Wrong! |
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 May 31, 2005 Selena Maranjian |
Think Twice About Chinese Brokerages America's brokerages offer more protection for investors. |
The Motley Fool May 9, 2007 Dan Caplinger |
The Best Money Market Funds Got cash? Make the most of it. You'll typically find offerings from popular fund providers Fidelity and Vanguard among the top-yielding mutual funds in each category. |
The Motley Fool May 24, 2005 |
How to Use an Online Broker It's pretty simple -- and safe. Read on. |
The Motley Fool October 27, 2009 Dan Caplinger |
How You Can Become the Next Super-Investor Get the tools you need to succeed with your investments. |
The Motley Fool June 1, 2006 Selena Maranjian |
The Best Brokerages for Mutual Funds Mutual fund investing can be unnecessarily expensive at some brokerages. |
AFP eWire September 10, 2007 |
IRS Releases Draft Redesigned Form 990 Here is one of the biggest tax changes in charity regulation over the past several decades. |
The Motley Fool September 9, 2004 Selena Maranjian |
Which Brokerage Is Best? See which brokerages various investors use and recommend -- and why. |
The Motley Fool November 14, 2006 Selena Maranjian |
How Steep Are Some Brokerage Fees? Investors, make sure you do your homework before you choose a broker. |
Investment Advisor May 2007 Les Witmer |
For Tax Exempts, Big Tax Changes As filing season winds down this month, tax practitioners (and financial advisors who work with practitioners on behalf of their clients) can breathe easier, but only for a moment. The Pension Protection Act prompts new IRS filing requirements. |
The Motley Fool February 28, 2006 Selena Maranjian |
Brokerages Misbehaving The SEC has gotten an earful about brokerages upsetting customers. Investors, the more you know about the stock market and how brokerages and brokers work, the better off you'll likely be. |
The Motley Fool February 5, 2004 |
What to Do With a Tax Refund Do something before it disappears -- and stop making sweet loans to Uncle Sam! |