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  2. Tax straddle - Wikipedia

    en.wikipedia.org/wiki/Tax_straddle

    A tax straddle is a strategy used to create a tax shelter. [1] For example, an investor with a capital gain manipulates investments to create an artificial loss from an unrelated transaction to offset their gain in a current year, and postpone the gain till the following tax year. One position accumulates an unrealized gain, the other a loss.

  3. 1256 Contract - Wikipedia

    en.wikipedia.org/wiki/1256_Contract

    A 1256 Contract, as defined in section 1256 of the U.S. Internal Revenue Code, is any regulated futures contracts, foreign currency contracts, non-equity options (broad-based stock index options (including cash-settled ones), debt options, commodity futures options, and currency options), dealer equity options, and any dealer security futures contracts.

  4. Straddle - Wikipedia

    en.wikipedia.org/wiki/Straddle

    In finance, a straddle strategy involves two transactions in options on the same underlying, with opposite positions.One holds long risk, the other short.As a result, it involves the purchase or sale of particular option derivatives that allow the holder to profit based on how much the price of the underlying security moves, regardless of the direction of price movement.

  5. The 100 Things I've Learned in Investing - AOL

    www.aol.com/news/2012-06-29-the-100-things-ive...

    11. Example No. 2: technical analysis. The only chart pattern worth noting is the jagged, but likely downward-sloping line of your savings if you follow this technique. 12. Example No. 3 ...

  6. Wash sale - Wikipedia

    en.wikipedia.org/wiki/Wash_sale

    This allows investors to lower their tax amount with the use of investment losses. [5] Wash sales and similar trading patterns are not themselves prohibited; the rules only deal with the tax treatment of capital losses and the accounting of the ongoing tax basis. Tax rules in the U.S. and U.K. defer the tax benefits of wash selling at a loss.

  7. List of taxes - Wikipedia

    en.wikipedia.org/wiki/List_of_taxes

    Direct tax is a tax paid by a person, as opposed to a tax levied on a business that the person indirectly pays. Double taxation is when a tax is paid twice on the same income or item. Indirect tax is a tax collected by an intermediary (such as a store) on behalf of the person who actually is required to pay (such as a customer)

  8. Elizabeth Warren has more than 180 questions for Trump ... - AOL

    www.aol.com/finance/elizabeth-warren-more-180...

    Senator Elizabeth Warren is outlining a detailed new list of her concerns with Scott Bessent as President-elect Donald Trump’s choice for Treasury secretary prepares to go on the hot seat this week.

  9. Options strategy - Wikipedia

    en.wikipedia.org/wiki/Options_strategy

    For example, a 40-50 January 2010 box consists of: Long a January 2010 40-strike call; Short a January 2010 50-strike call; Long a January 2010 50-strike put; Short a January 2010 40-strike put; A box spread position has a constant payoff at exercise equal to the difference in strike values. Thus, the 40-50 box example above is worth 10 at ...