Turning stock downturns into tax advantages
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light
Investment, Taxes
Investment
Investment, Taxes
Savings bonds and taxes: What you need to know
When considering the advantages of U.S. Treasury savings bonds, you may appreciate their relative safety, simplicity and government backing. However,
Investment, Taxes
Unlocking the mystery of taxes on employer-issued nonqualified stock options
Unlocking the mystery of taxes on employer-issued non-qualified stock options Employee stock options remain a potentially valuable asset for employees
College Costs, Estate Planning, Investment, Taxes
6 tax-free income opportunities
Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities
Investment, Taxes
How are Series EE savings bonds taxed?
Savings bonds are purchased by many Americans, often as a way to help fund college or show their patriotism. Series
Investment, Taxes
The tax consequences of selling mutual funds
Do you invest in mutual funds or are you interested in putting some money into them? If so, you’re part
Investment, Taxes
A three-step strategy to save tax when selling appreciated vacant land
Let’s say you own one or more vacant lots. The property has appreciated greatly and you’re ready to sell. Or
Investment, Retirement, Taxes
If you didn’t contribute to an IRA last year, there’s still time
If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher
Estate Planning, Investment, Taxes
Key 2024 inflation-adjusted tax amounts for individuals
The IRS recently announced various 2024 inflation-adjusted federal tax amounts that affect individual taxpayers.
Investment, Taxes
Investment swings: What’s the tax impact?
If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing