Search results
Results from the WOW.Com Content Network
Here’s what you’ll find in this overview of capital gains tax on stocks: ... So if you are selling an investment on which you have a large gain, look to see if there are any other investments ...
Bonds can provide passive income, some of which may be tax-free if you're investing in municipal bonds. The tax-equivalent yield formula can be a useful tool for comparing taxable and tax-free ...
Municipal bonds offer investors the benefit of a tax-free yield on their investment, a benefit that can provide a significant advantage over traditional income investments.
Taxpayers earning income above certain thresholds ($200,000 for singles and heads of household, $250,000 for married couples filing jointly and qualifying widowers with dependent children, and $125,000 for married couples filing separately) pay an additional 3.8% tax, known as the Affordable Care Act tax provisions#net investment income tax, on ...
Wash sale rules don't apply when stock is sold at a profit. [4] A related term, tax-loss harvesting is "selling an investment at a loss with the intention of ultimately repurchasing the same investment after the IRS's 30 day window on wash sales has expired". This allows investors to lower their tax amount with the use of investment losses. [5]
A rights issue to shareholders is generally made as a tax-free dividend on a ratio basis (e.g. a dividend of three subscription rights for two shares of common stock issued and outstanding). Because the company receives shareholders' money in exchange for shares, a rights issue is a source of capital .
To benefit from a tax loss that in turn can help you save on taxes, you need to find holdings in your taxable portfolio that are trading below your cost basis — your purchase price adjusted ...
The term "fixed income" is also applied to a person's income that does not vary materially over time. This can include income derived from any combination of (1) fixed-income investments such as bonds and preferred stocks or (2) pensions that guarantee a fixed income (defined benefit as contrasted with defined contribution).