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Running for the (Tax) Shelter
Look to the home front to protect your assets. The only "surefire" tax shelters remaining are deductions such as your mortgage and donations to charity. Read more…

Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.)
Not all capital gains are treated equally. The tax rate can vary dramatically between short-term and long-term gains. Generating gains in a retirement account, such as a 401(k) plan or an IRA, can also affect your tax rate. Read more…

The Tax Benefits of Your 401(k) Plan
Your contributions to a qualified 401(k) may lower your tax bill and help you build financial security. Read more…

5 Things You Should Know about Capital Gains Tax
A capital gain occurs when you sell something for more than you spent to acquire it. This happens a lot with investments, but it also applies to personal property, such as a car. Every taxpayer should understand these basic facts about capital gains taxes. Read more…

What Are Deductible Investment Interest Expenses?
In general, you can deduct interest paid on money you borrow to invest, although there are restrictions on how much you can deduct and which investments actually qualify you for the deduction. Read more…


More Investments and Taxes Articles

What Is a Schedule B IRS Form? What is Form 4972: Tax on Lump-Sum Distributions What is Form 4952: Investment Interest Expense Deduction Non-Qualified Stock Options What Is IRS Form 1099-DIV: Dividends and Distributions? Employee Stock Purchase Plans What is Form 3468: Investment Credit What Is Form 6198: At-Risk Limitations What is IRS Form 8606: Nondeductible IRAs Capital Gains and Losses Deductions Allowed for Contributions to a Traditional IRA Are 501C3 Stock Investment Profits Tax-Exempt? Video: What Is the Capital Gains Tax? Tax Tips for Preferred Stock What is a Schedule Q Form? Video: How to Use IRS Form 5498 on a Tax Return Tax Tips for Investors What is Form 4255: Recapture of Investment Credit? How to Report RSUs or Stock Grants on Your Tax Return Now Everyone Can Convert to a Roth Incentive Stock Options What is IRS Form 6252: Installment Sale Income Video: Taxes 101: Buying and Selling Stocks Video: Guide to Schedule B: Interest and Dividend Income What Is the Savers Credit? How to Report Stock Options on Your Tax Return Tax Time Gains and Losses: Calculating Your Investment Portfolio Results Tax Deductions for Employer Owned Stocks (RSUs/Stock Options/ESPPs) What is Form 1099-B: Proceeds from Broker Transactions? Tax Tips for Real Estate Investment Trusts Video: When to Use IRS Form 8949 for Stock Sales Filing Tax Form 1099-INT: Interest Income How to Report Vested Benefits on Your Income Taxes What is Form 6781: Gains and Losses from Section 1256 Contracts and Straddles? What Is IRS Form 5498? What Is IRS Form 5498: IRA Contributions Information? Guide to Taxes on Dividends Guide to Schedule D: Capital Gains and Losses What is Form 8960: Net Investment Income Tax What is IRS Publication 590? What Is the IRS Form 8880? Reversing a Roth IRA Conversion Video: Taxes on Dividends Explained Best Investments for Boosting Your Tax Refund What is IRS Form 8824: Like-Kind Exchange Are Losses on a Roth IRA Tax Deductible?

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