Filed In:
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.
Complete Beginner's Guide to Capital Gains and Your Investments
It's important that all new investors understand capital gains and the role capital gains taxes play in your portfolio. By simply holding assets in certain types of accounts, or making sure you read certain holding period lengths, you might be able to save tens of thousands of dollars or more in capital gains taxes that would have been owed! That's money that ends up in your pocket for your own…
Step-By-Step Guide to Capital Gains Tax Rates for Investors
Capital gains taxes on investments such as stocks, bonds, mutual funds, real estate, and other assets varies based upon the capital gains tax rate bracket you are in and the length of time you have held an investment. This guide to capital gains taxes and the capital gains tax rates will help you do a quick back-of-the-envelope calculation of what you may owe the IRS when it comes time to pay th…
What Counts as Capital Gains and How Are Capital Gains Taxed?
The term capital gain, or capital gains, is used to describe the profit earned from buying an investment or other asset at one price and selling it at a different, higher price. For instance, if you bought a piece of real estate for $500,000 and sold it for $800,000, you would need to report total capital gains of $300,000 ($800,000 selling price - $500,000 cost basis = $300,000 capital …
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...
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.
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.
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.