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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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 29, 2009
Dan Caplinger
You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past. mark for My Articles similar articles
Entrepreneur
July 2003
Scott Bernard Nelson
Can't Win for Losing A mutual fund tax quirk limits your capital losses. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
December 4, 2006
Lauren Young
Taking Stock Of Taxes Fund investors, beware of capital gains mark for My Articles similar articles
BusinessWeek
December 13, 2004
Adrienne Carter
Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors. mark for My Articles similar articles
The Motley Fool
October 30, 2009
Selena Maranjian
Big Gains and Minimal Taxes Many fund investors will enjoy a silver lining come tax time. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 16, 2008
Dan Caplinger
Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2006
Marla Brill
Back In The Spotlight Tax-sensitive funds are gaining new interest from investors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
The Motley Fool
December 3, 2008
Dan Caplinger
The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid. mark for My Articles similar articles
The Motley Fool
December 16, 2009
Selena Maranjian
'Tis the Season for Stupid Fund Purchases Want to buy into a new mutual fund? Wait until next month. As long as you keep fund distributions in mind before you buy, you'll save yourself a surprise bill from the IRS. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
March 1, 2013
Tom Roseen
Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
January 1, 2007
Stan Luxenberg
Dodging the Taxman The rising market produced a gusher of trading profits in many funds, but the clients wind up paying the taxes. To avoid tax complaints next year, financial advisors should consider the after-tax returns their funds will generate. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2006
Robert Breshock
The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 5, 2007
Selena Maranjian
Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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). mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2005
Jim Wiandt
Taxing Questions Are ETFs really more tax efficient than mutual funds? Financial advisors, take note. mark for My Articles similar articles
The Motley Fool
November 22, 2011
Amanda Tyler
Don't Make This Year-End Investing Mistake If you have one or more taxable accounts, you need to consider the tax ramifications of the various movements of your funds throughout the year. mark for My Articles similar articles
The Motley Fool
June 3, 2005
Roy Lewis
Tax Rules for Selling Mutual Funds What do you do when it's time to sell? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Stan Luxenberg
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. mark for My Articles similar articles
The Motley Fool
January 11, 2006
Selena Maranjian
Why Funds Suddenly Plunge If you notice a large dip in your mutual fund, the reason may be quite simple: distribution of dividends. mark for My Articles similar articles
Financial Planning
June 1, 2007
David E. Adler
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return. mark for My Articles similar articles
The Motley Fool
January 15, 2010
Mutual Funds and Your Taxes How to account for what you buy and sell during the year. mark for My Articles similar articles
The Motley Fool
February 25, 2011
Selena Maranjian
How to Profit From Losses Offset your taxable gains and wipe out lots of taxes. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 27, 2006
Dan Caplinger
ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2006
John Nersesian
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. mark for My Articles similar articles
The Motley Fool
August 19, 2008
Brian Orelli
Your House Is Not an Emergency Fund Even if you've never used the unreleased gains in your house as a bank account, recent bank policy changes should make you realize that you can't count on those unrealized gains in an emergency, either. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 18, 2004
Should You Sell a Winner? What to do when your stock goes up too much. mark for My Articles similar articles
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. mark for My Articles similar articles