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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. |
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 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. |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses. |
The Motley Fool July 21, 2006 |
Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses? |
The Motley Fool September 30, 2009 Dan Caplinger |
Dump Your Losing Stocks Now! For the past six months, the market rally has given most investors a break from thinking much about losing stocks. Yet you may well still have some stocks in your portfolio with losses -- and if you do, you might want to think about selling them sooner, rather than later. |
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 June 18, 2004 |
Should You Sell a Winner? What to do when your stock goes up too much. |
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 November 20, 2009 Dan Caplinger |
Why These Big Winners Are Really Losers Some stocks have done extremely well during the rally, but they fell so much in the lead-up to the crisis that they're still trading well below 2007 levels. |
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 December 14, 2004 |
Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return. |
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 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. |
The Motley Fool October 30, 2009 Selena Maranjian |
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time. |
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. |
The Motley Fool August 6, 2009 Dan Caplinger |
The Low-Risk Way to Ride the Rally You can earn profits from a continuing rebound while capping your potential losses by using options. |
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 August 15, 2009 Dan Caplinger |
Keep Your Profits Without Missing the Next Rally This options strategy gives you the best of both worlds. |
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. |
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? |
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. |
The Motley Fool September 3, 2009 Dan Caplinger |
Make These 4 Moves and Stay Panic-Free You don't know what's coming, but you can prepare for it. |
Financial Advisor October 2009 Eric L. Reiner |
Up, Up And Away With tax rates likely to rise, traditional approaches are being revisited. |
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 December 24, 2009 Dan Caplinger |
The Tax-Smart Way to Lock In Gains Today A variation of the popular covered call strategy can help you preserve your stock market gains without immediately creating a taxable event. |
InternetNews June 15, 2004 Paul Shread |
Technical Analysis: Market Stuck In Neutral Interest rates limit gains, while fear limits losses. |
The Motley Fool December 11, 2009 Dan Caplinger |
Keep Your Profits Without Missing the Next Rally This options strategy gives you the best of both worlds. |
The Motley Fool May 13, 2009 Dan Caplinger |
Smart Moves to Fix Your Portfolio If you've decided you need to make major changes to your portfolio, congratulations -- you've made one of the toughest decisions an investor ever has to make. |
The Motley Fool March 11, 2009 Dan Caplinger |
3 Reasons Why Investors Will Panic Again Just as experienced long-term investors have kept the losses of the past year in perspective, so too should you not draw any major conclusions from a one-day rally. |
The Motley Fool April 14, 2009 Dan Caplinger |
Make Room for the Best Stocks Don't be afraid to sell your losers, even at a loss. |
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 July 27, 2009 Dan Caplinger |
Is This the Ultimate Sucker's Rally? Learn from the lessons of the Great Depression. Although stocks will inevitably drop again at some point in the future, the best rewards come from promising companies that will survive no matter what happens. |
The Motley Fool January 7, 2009 Dan Caplinger |
The Bear's Not Over Yet Despite the more positive attitude investors adopted in the New Year, don't expect stocks to go straight up from here on out. |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains |
The Motley Fool November 8, 2006 Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. |
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 October 24, 2007 Dan Caplinger |
Cut Your Taxes Without Selling Low A twist on tax-loss selling keeps you in the game. |
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. |
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. |
The Motley Fool May 29, 2009 Dan Caplinger |
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past. |
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 July 6, 2009 Dan Caplinger |
Are These Stocks Doomed to Drop? A number of stocks don't look anywhere near as cheap as they did a few months ago. Take a look at some examples: J.Crew... Massey Energy... Owens-Illinois... Temple-Inland... |
The Motley Fool October 12, 2009 Dan Caplinger |
This Risk Will Come Back to Bite You Overdoing risk in your investing can really cost you. |
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. |
The Motley Fool July 18, 2006 Richard Gibbons |
How to Lose Money It sounds contrary, but understanding how you lose money is what will make you a successful investor. Because you will lose money. |
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. |
BusinessWeek December 13, 2004 Adrienne Carter |
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. |