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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 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.  |
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.  |
Entrepreneur July 2003 Scott Bernard Nelson |
Can't Win for Losing A mutual fund tax quirk limits your capital losses.  |
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.  |
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 30, 2009 Selena Maranjian |
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time.  |
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.  |
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 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.  |
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 25, 2007 Tim Beyers |
Speaking Mathanese: Tax-Loss Selling In this weekly segment of "Speaking Mathanese," tax-loss selling is discussed.  |
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 December 10, 2009 Dan Caplinger |
Watch Out For These Year-End Traps Sometimes, investments do strange things in December and January.  |
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 February 25, 2011 Selena Maranjian |
How to Profit From Losses Offset your taxable gains and wipe out lots of taxes.  |
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 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.  |
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.  |
The Motley Fool June 18, 2004 |
Should You Sell a Winner? What to do when your stock goes up too much.  |
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 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 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 August 10, 2007 Tim Beyers |
Speaking Mathanese: Investment Income The taxman cometh. Do you know what you owe? Sharpen your pencils. In this installment of Mathanese we tackle tax-loss selling, short-term gains and long-term gains.  |
The Motley Fool November 8, 2006 Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.  |
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.  |
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 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.  |
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 January 4, 2012 Dan Caplinger |
Why Yesterday's Big Rally Means Nothing Don't go nuts about the January effect.  |
The Motley Fool November 16, 2005 |
Investing in Rising Losses Should companies reporting increased losses per share be avoided? If you're nervous about a company with losses or increasing losses, then steer clear. Or study the company closely to see why it's losing money.  |
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 July 18, 2006 Richard Gibbons |
How to Lose Money It sounds contrary, but understanding how you lose money is what will make you a successful investor. Because you will lose money.  |
The Motley Fool July 11, 2008 Dan Caplinger |
How to Succeed When the Market's Down There's really just one reason you invest in stocks: to make money. But when the investing climate doesn't cooperate, it's just as important to lose less when markets are falling as it is to make more when they're up.  |
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.  |
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 August 6, 2009 Dan Caplinger |
The Low-Risk Way to Ride the Rally You can earn profits from a continuing rebound while capping your potential losses by using options.  |
The Motley Fool December 8, 2004 Selena Maranjian |
Increased Losses Can Be OK If a company is losing more money, you may still want to invest.  |
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.  |
Entrepreneur May 2007 Scott Bernard Nelson |
It Adds Up New research reveals that most investors are leaving money on the table. Here's how to cash in on that sizable chunk of change.  |
The Motley Fool May 13, 2008 Dan Caplinger |
Warren Buffett Is a Big Loser If the world's greatest investors goof up sometimes, you definitely will too.  |
BusinessWeek December 13, 2004 Adrienne Carter |
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.  |
Registered Rep. August 20, 2008 |
Putnam, Janus Pay For Market Timing Scandal--But Did Anyone Really Lose Any Money? What impact did the market-timing scandal have on the fund industry?  |
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?  |
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.  |
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.  |
Financial Planning February 1, 2010 Dan Moisand |
Set Investors Straight The three sacred cows of personal finance are dollar cost averaging (DCA), tax-loss harvesting, and Roth conversions.  |
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 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 July 20, 2009 Jennifer Schonberger |
How Long Can the Markets Roar? Last week was a week of gains that came on the heels of four consecutive weeks of losses. Now, the market is back up around year-to-date highs.  |