Unless your mutual fund investment is held in a tax-deferred vehicle like a 401(k) plan or IRA, you are responsible for paying taxes on any
Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their
For mutual fund investors, earnings come from two sources: fund distributions — dividends or capital gains — and the sale of fund shares.1 Income from
After many starts and stops, the terms of the American Taxpayer Relief Act (more commonly known as the “fiscal cliff resolution”) were successfully negotiated and
Want to make sure that a group asking for your charitable donation is authorized with the IRS? Head to the IRS website, where the agency
Five Strategies for Tax-Efficient Investing Key Points Invest in Tax-Deferred and Tax-Free Accounts Consider Government and Municipal Bonds Look for Tax-Efficient Investments Put Losses
2012 HSA limits announced by Jim Gilbert on May 16, 2011 For calendar year 2012, the annual limitation on deductions under § 223(b)(2)(A) for an individual
Four Tips for Tax Smart Investing At times, you may be able to use losses in your investment portfolio to help offset realized gains. Savvy
Five Reasons to Make an IRA Part of Your Planning Strategy IRAs typically give investors access to a wider range of investment options than workplace-sponsored
Tax Planning for 2010 Down to the Wire As a changing power base in Washington wrangles over tax policy in the waning days of Congress’
