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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 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 16, 2007 Tim Beyers |
Speaking Mathanese: Capital Gains Taxes Can you beat the market? Here's the math you need to find out, explained in plain English. Did you include dividends when calculating capital gains taxes? Believe it or not, you shouldn't have.  |
The Motley Fool June 27, 2007 Tim Beyers |
Speaking Mathanese: Capital Gains The basics of computing the capital gain from an investment.  |
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 December 14, 2004 |
Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.  |
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 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 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 29, 2007 Tim Beyers |
Speaking Mathanese: Selling Stock What's your greatest fear about managing your finances? If you answered "math," you're not alone. Here's the math behind strategic stock selling, explained in plain English.  |
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.  |
BusinessWeek December 4, 2006 Lauren Young |
Taking Stock Of Taxes Fund investors, beware of capital gains  |
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 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.  |
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.  |
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 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 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 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 11, 2005 |
Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes.  |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses.  |
The Motley Fool June 22, 2007 Tim Beyers |
Speaking Mathanese: Cost Basis Can you beat the market? Here's the math you need to find out, explained in plain English. Investors, You can't calculate your total return for dividend-paying stocks until you know what belongs, and what doesn't belong, in your cost basis.  |
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.  |
The Motley Fool June 7, 2007 Tim Beyers |
Speaking Mathanese: Total Return Can you beat the market? Here's the math you need to find out, explained in plain English.  |
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 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 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.  |
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 July 7, 2008 Dan Caplinger |
If You're Gonna Sell, Sell Now Thinking about tax strategies a little early can give you an edge.  |
The Motley Fool June 13, 2007 Tim Beyers |
Speaking Mathanese: Compound Annual Growth Rate Can you beat the market? Here's the math you need to find out, explained in plain English. Compound annual growth rate, or CAGR, calculates your average return per year that you hold an investment.  |
The Motley Fool February 25, 2011 Selena Maranjian |
How to Profit From Losses Offset your taxable gains and wipe out lots of taxes.  |
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 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.  |
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 April 22, 2005 Roy Lewis |
How to Calculate a Holding Period Here are some tips on long-term and short-term 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 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.  |
The Motley Fool September 25, 2007 T. Hanson & B. Richards |
Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision.  |
The Motley Fool December 18, 2008 Dan Caplinger |
The Wrong Way to Invest Today Avoid the temptation to use volatility for short-term gains.  |
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?  |
The Motley Fool May 28, 2009 Selena Maranjian |
The Cruel Math of Investing Math is a beautiful, universal language. And it's a critical part of the adventure of investing, too. But math can play havoc with investors.  |
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 October 28, 2009 Dan Caplinger |
The Right Plan Will Make You Rich If you want to be the best investor you can, you really need to know how your investments all tie together.  |
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 July 12, 2007 Selena Maranjian |
Can You Handle a Need for Speed? Investors, think twice before following volatility. Blue Coat Systems... Priceline.com... Checkfree...  |
InternetNews May 19, 2005 Paul Shread |
Technical Analysis: The Rally Continues The indexes continue to build on their 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 23, 2007 Tim Beyers |
Speaking Mathanese: The Dividend Yield What's your greatest fear about managing your finances? If you answered "math," you're not alone. Here's the math behind the dividend yield, explained in plain English.  |
The Motley Fool October 15, 2004 Roy Lewis |
Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet.  |