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The Motley Fool August 13, 2010 Dan Caplinger	Salvage Your Losers With This Easy Strategy Use exchange-traded funds to avoid the "wash sale" tax rule.
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.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
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 October 30, 2009 Selena Maranjian	Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time.
Financial Advisor October 2008 Marla Brill	Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive.
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.
Financial Advisor October 2006 Matt Hougan	Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note.
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 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 October 24, 2007 Dan Caplinger	Cut Your Taxes Without Selling Low A twist on tax-loss selling keeps you in the game.
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.
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.
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 November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
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 November 26, 2007 Dan Caplinger	4 Ways to Cut Your Taxes Now Act now with these end-of-year tax tips to pay less next April.
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 March 6, 2009 Dan Caplinger	The Lesson You Should Never Forget Against all the losses that you've seen in your portfolio in this past year, the only thing you have to show for it is the experience you've gained. In future good times, remember what you learned now.
The Motley Fool April 7, 2009 Dan Caplinger	Smart Stock Moves to Fight Higher Taxes If you plan ahead, you can avoid some of the fallout that will ensue when taxes rise -- and not only save yourself taxes, but prevent losses on your investments as well.
The Motley Fool April 1, 2009 Dan Caplinger	The Market Move No One's Expecting Have a plan that will carry you through the next several years no matter what happens in the market.
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 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 January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
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.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
The Motley Fool February 25, 2011 Selena Maranjian	How to Profit From Losses Offset your taxable gains and wipe out lots of taxes.
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.
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).
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.
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 March 9, 2010 Dan Caplinger	Will This Start the Next Bear Market? Now that an important anniversary is upon us, some tax-minded investors can now start looking to take profits -- which could put an end to the yearlong rally in the stock market.
The Motley Fool April 22, 2009 Dan Caplinger	The Wrong Way to Make Back Your Losses If you've seen massive losses in your net worth during the bear market, you undoubtedly want to earn your way back to breakeven, at least. Yet upping the risk level on your portfolio will likely leave you a whole lot poorer.
The Motley Fool March 23, 2009 Dan Caplinger	The Seductive Strategy That Will Leave You Poor As hard as it is to buy stocks at the lows, you really have no choice.
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 December 28, 2011 Dan Caplinger	This Was the Preferred Investment of 2011 Let's look back at how the year went for this ETF. Given just how badly bank stocks did this year, you would think that an exchange-traded fund that focuses on bank-issued securities would have suffered huge losses.
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.
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 September 1, 2008 John Phoenix	Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.
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.
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 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 April 18, 2011 Dan Caplinger	Keep More of Your Money in 2011 Tax time is over. Do better next year.
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.
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 Planning June 1, 2011 David E. Adler	Costly Harvest Investing with full knowledge of tax consequences is critical for portfolio performance, and tax-loss harvesting is one of the most useful tools in an advisor's toolbox. But has the tactic been over-hyped?
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 November 5, 2004 Roy Lewis	Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
The Motley Fool March 20, 2009 Dan Caplinger	6 Smart Investments That Stomped Out the Bear Sometimes, past performance does give you good future results. The following funds beat the bear markets simply by sticking with their winning strategies from previous years.