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The Motley Fool March 8, 2007 Dan Caplinger |
Are You Ready for April? Even though you still have plenty of time before taxes are due, take a few minutes now to go over your tax materials and make sure you have everything you need. Come mid-April, you'll be glad you did.  |
The Motley Fool October 27, 2006 Dan Caplinger |
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.  |
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.  |
The Motley Fool January 29, 2007 Mary Dalrymple |
Tax Delays for Investors Some of your broker's tax information may come late this year. The delay should reduce the number of corrected forms, but it may not eliminate them entirely. So be on the lookout for corrections arriving in your mailbox.  |
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 2, 2004 Roy Lewis |
Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation.  |
The Motley Fool January 27, 2006 Roy Lewis |
Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...  |
The Motley Fool January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?  |
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?  |
The Motley Fool February 28, 2011 Dan Caplinger |
Buy These Stocks and Stiff the IRS Dividends and capital gains can be tax-free for some taxpayers.  |
The Motley Fool April 24, 2007 Dan Caplinger |
High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.  |
The Motley Fool February 1, 2010 Dan Caplinger |
The Tax Perk You Can't Afford to Miss These stocks offer tax advantages that other investments don't.  |
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 January 16, 2004 Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return.  |
The Motley Fool January 20, 2010 |
How to Prevent a Tax Disaster Let this simple three-folder system work for you.  |
The Motley Fool June 3, 2008 Selena Maranjian |
So Many Stockholders! About 25 million Americans own stock in their employer, and roughly half of all Americans own stock -- through mutual funds and directly in brokerage accounts. What kind of dividends are they getting?  |
The Motley Fool February 4, 2005 Roy Lewis |
Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier.  |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds.  |
The Motley Fool February 16, 2007 Roy Lewis |
Missing Your W-2 Form? Here's what to do if your W-2 hasn't arrived yet.  |
The Motley Fool July 18, 2007 Tim Beyers |
Speaking Mathanese: Dividend Taxes The taxman cometh. Do you know what you owe? Here is how to figure your dividend tax.  |
The Motley Fool February 2, 2010 Selena Maranjian |
A Trio of Foolish Tax Tips You have more control over your taxes than you think. And don't forget IRA's.  |
BusinessWeek March 29, 2004 Anne Tergesen |
The Torture Of The Dividend Tax Accounting for the payouts eligible for the lower 15% rate can be convoluted.  |
The Motley Fool June 9, 2010 Dan Caplinger |
How to Handle the Coming Tax Hikes Tax changes are coming. Will investors respond?  |
The Motley Fool July 1, 2005 |
Keep Those Records for Tax Time! It's not mid-April, but you still have tax work to do.  |
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 March 9, 2006 Jim Mueller |
Dividend Myths Foolishly Debunked, Part 2 Is a dividend really a dividend? Do stock splits fit in here somehow? What happens to my tax situation if I sell on the ex-dividend date?  |
The Motley Fool February 27, 2006 Jim Mueller |
Dividend Myths Foolishly Debunked, Part 1 Read up for the ins and outs of dividends: What happens to the stock price when a dividend is paid?... How are dividends determined to be qualifying for the lower tax rate?... Can I trust my 1099-DIV form?... etc.  |
Financial Advisor March 2004 Marla Brill |
Filling The Tax-Favored Dividend Void Investors seem to covet higher dividends and lower taxes. Forty-three percent of respondents to a recent survey of 600 individuals conducted by American Century Investments said they are more likely to buy stocks that pay dividends qualifying for the new tax rate.  |
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.  |
The Motley Fool August 10, 2010 Dan Caplinger |
You Need These Stocks in Your IRA These dividend payers and REITs need the protection of tax-favored accounts.  |
Knowledge@Wharton June 4, 2003 |
Bush's Dividend Tax Cut: Glass Half Empty or Half Full? The final tax-cut bill the president signed into law at the end of May did not eliminate dividend taxes, but reduced the dividend tax to 15%, from a high of 38.6%, for investors in the top tax bracket. Is that enough to provide the benefits advocates had predicted?  |
The Motley Fool August 5, 2005 Roy Lewis |
S-Corporations, Beware! The IRS recently announced the launch of a study to assess the reporting compliance of S-Corporations, entities that pass through their income and deductions to their corporate shareholders.  |
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 February 4, 2008 Todd Wenning |
Enjoy Your Dividends While You Can With 2008 possibly being the last year of broad-based dividend growth across the S&P, as well as the last opportunity for Congress to extend the 2003 Bush tax cuts, big changes may be around the corner for your dividends.  |
The Motley Fool October 29, 2007 Dan Caplinger |
Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.  |
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).  |
BusinessWeek April 25, 2005 Robert Barker |
Dividend Income Without The Hassle The low tax rate on qualified dividends are nice, but the rules over what makes a dividend qualified are tricky. The iShares Dow Jones Select Dividend Index Fund and PowerShares High Yield Equity Dividend Achievers Portfolio track high-dividend stocks, but you still have to be careful at tax time.  |
The Motley Fool December 6, 2006 Dan Caplinger |
How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc.  |
The Motley Fool January 16, 2007 Dayana Yochim |
Sort Your Tax Paperwork Instantly Financial organization can cost you thousands of dollars a year. Don't let the dollars slip through your fingers this year when you file your taxes.  |
The Motley Fool January 26, 2010 Selena Maranjian |
These Stocks Tax You Twice Many people don't realize that dividend investments can double the IRS's chances to reach into your wallet -- unless you take advantage of a clever, simple strategy to block the tax man.  |
The Motley Fool June 14, 2008 Todd Wenning |
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that.  |
The Motley Fool July 31, 2009 Dan Caplinger |
Retire Rich With These Stocks Stick with these winners even after you quit. If you're approaching or in retirement, think about how dividend stocks can play a larger role in your investment strategy.  |
The Motley Fool February 17, 2005 |
What's a Dividend? A dividend is a portion of a company's earnings that the firm pays out to its shareholders.  |
The Motley Fool January 26, 2007 Selena Maranjian |
What Dividends Tell You Dividends can tell you a lot about a company -- perhaps more than you think.  |
The Motley Fool December 19, 2005 Mathew Emmert |
The Lifetime Investment Strategy Let the power of dividends build you a portfolio that will stand the tests of time.  |
The Motley Fool January 10, 2011 Dan Caplinger |
Win With These Tax-Smart Stocks Congress has given you a lot more certainty on the tax front going forward, and by making the right investments, you can make the most of what lawmakers have given you with these stocks: Altria... Windstream... FirstEnergy... CenturyLink... Eli Lilly... Duke Energy...  |
The Motley Fool December 11, 2009 Dan Caplinger |
Expect More of This in 2010 Dividends are coming back.  |
The Motley Fool August 24, 2006 Dan Caplinger |
Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.  |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.  |
The Motley Fool August 10, 2009 Dan Caplinger |
This Mistake Could Cost You $3.8 Million You can't afford not to reinvest dividends.  |