Investment

The Latest

  • August 10, 2014

    As many are still recovering from the Great Recession, the idea of having income (or even excess income) subject to tax is the last thing people want to think about. 

    Generally, tax law defines income as “undeniable accessions to wealth”...

  • April 5, 2013

    NEW YORK (MainStreet) — We’ve all heard the slogan "What happens in Vegas stays in Vegas." When it comes to an IRA, the same rule applies for income tax...

  • February 28, 2013

    When you receive a windfall — whether it’s an inheritance from a relative, winnings from the lottery or gambling, or proceeds from a legal settlement — you may be...

  • January 24, 2013

    Experienced money managers like to say you shouldn't "let the tax tail wag the investment dog," meaning you shouldn't let concerns about the tax effects of an investment drive your buy and sell decisions.

    That is probably good advice, but...

  • January 2, 2013

    Selling a business is an exciting experience and there are several things you can do to develop a tax strategy and ensure that the process goes as smoothly as possible....

  • December 28, 2012

    You may be waiting to optimize your retirement portfolio, thinking that you should know what's going on in Washington and Europe before you act.

    However, there are some changes you can set in motion right now that could make a big...