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If you invest in stock, bonds, mutual funds or in your company’s 401(k) plan you’ll encounter a number of tax matters specific to investment activities. Investments may be tax free or subject to varying capital gain tax rates. There are detailed rules that when buy or selling certain stock and limitations on uses of investments. This focus center provides news and information addressing these topics.
Tax Tips for Investors
Top Takeaways 1: Evaluate Your Portfolio Each Year Evaluate your portfolio before the end of the year. Do you have big losers in there? It might make sense to sell stocks with losses to
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State of the Union Part 3: Obama’s Buffett Rule
This is the last part of TaxTV’s analysis of President Obama’s fourth State of the Union address. A consistent theme throughout the President’s speech was fairness, and a significant portion of his fairness argument
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Wash Sale Rules
Top Takeaways 1: Wash Sale Rules Apply to Stocks Sold at a Loss In general, the Wash Sale rules apply when you sell or trade a stock or security at a loss and within
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Year-end Tax Tips for Investors
For investors the approach of the New Year heralds a final review of portfolios. Financial advisors tell their clients to check their holdings this time of year to cull poor performers. By doing so,
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