Capital Gains Tax
Whether you invest in stocks, bonds, mutual funds, real estate, or any other financial instrument, you need to know the impact of the capital gains tax on your return. These capital gains tax resources will teach you everything you need to make informed decisions. As always, be sure to consult your accountant to see what capital gains tax strategies should apply to you.
How Mutual Funds Can Cause Big Tax Payments In Bear Markets
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their year-end tax documents. That's because they may owe capital gains taxes on their mutual funds even if they have experienced huge drops in market value. Don't think it's possible? Unfortunately, it's a reality due to the way mutual funds are taxed.
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their year-end tax documents. That's because they may owe capital gains taxes on their mutual funds even if they have experienced huge drops in market value. Don't think it's possible? Unfortunately, it's a reality due to the way mutual funds are taxed.
Giving to Charity? You Might Want to Consider Donating Your Stocks
Donating stocks and other marketable securities to your favorite charities could mean more money for the charitable organization and a bigger tax write-off for you and your family. To find information about why donating appreciated securities might possibly be useful or preferable, take a moment to read this quick tip.
Donating stocks and other marketable securities to your favorite charities could mean more money for the charitable organization and a bigger tax write-off for you and your family. To find information about why donating appreciated securities might possibly be useful or preferable, take a moment to read this quick tip.
ABC's of Capital Gains Tax
A huge article discussing the basics of the capital gains tax. Covers questions such as, 'is it fair to apply the capital gains tax to returns due solely to inflation', and 'do high capital gains taxes encourage debt financing'. An excellent, insightful resource.
A huge article discussing the basics of the capital gains tax. Covers questions such as, 'is it fair to apply the capital gains tax to returns due solely to inflation', and 'do high capital gains taxes encourage debt financing'. An excellent, insightful resource.
Capital Gains Tax Calculator
Calculate your capital gains tax rate using this Moneychimp java calculator.
Calculate your capital gains tax rate using this Moneychimp java calculator.
Capital Gains Tax Holding Periods
The total capital gains tax you pay is largely determined by the amount of time you held an investment. Use this resource to discover the effective capital gains rate for your investments.
The total capital gains tax you pay is largely determined by the amount of time you held an investment. Use this resource to discover the effective capital gains rate for your investments.
Capital Gains Tax Rates
An article from the Motley Fool discussing the capital gains tax rates. Offers examples and things to consider when buying and selling your investments.
An article from the Motley Fool discussing the capital gains tax rates. Offers examples and things to consider when buying and selling your investments.
Invest FAQ - Individual Capital Gains Tax Rates
An article with charts and examples of individual capital gains tax rates. The author explains the difference between short and long term gains, capital losses, and more.
An article with charts and examples of individual capital gains tax rates. The author explains the difference between short and long term gains, capital losses, and more.
Selling Your Home - Will You Have to Pay Capital Gains Tax
Use this article to find out if you will have to pay capital gains tax on the sale of your house. Brought to you by Shellie L. Moore, your About.com Tax Planning Guide.
Use this article to find out if you will have to pay capital gains tax on the sale of your house. Brought to you by Shellie L. Moore, your About.com Tax Planning Guide.
The Real Problem with Capital Gains
An excellent article about the huge impact the capital gains tax has on investor returns. Printable version available.
An excellent article about the huge impact the capital gains tax has on investor returns. Printable version available.
Wash Sale Rule
Investors sometimes try to use fancy footwork to lower their capital gains tax bill. One of the ways the IRS stops this is through the wash sale rule.
Investors sometimes try to use fancy footwork to lower their capital gains tax bill. One of the ways the IRS stops this is through the wash sale rule.