Investing and Taxes: Capital Gains and Dividends
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View ArticleCapital Gains Taxes: 5 Basic Things You Should Know
Selling a stock at a gain may be cause for celebration. But depending on your income level and the type of account in which you held the investment, you may owe as little as 0% or as much as 20% of...
View ArticlePortfolio Turnover, What It Is and Why It Matters
This post contains affiliate links. I learned a harsh lesson about portfolio turnover during a recession. I was forced to pay capital gains taxes on distributions of a long-term mutual fund holding,...
View ArticleTax Diversification: What It is and How It Could Help You
My assets are tax diversified partly as a result of happenstance. But now that the concept is becoming more popular, I am embracing tax diversification as a potential strategy for cost savings and...
View ArticleTraditional 401(k) vs. Roth 401(k): Crunching the Numbers
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View ArticleHSA Rules, Benefits, and Costs
Health savings accounts (HSAs) are tax-advantaged accounts that offer a way to set aside funds for healthcare expenses. To qualify for an HSA, you need to be covered under a high deductible health plan...
View ArticleTracking Dividend Reinvestment, When It Matters Most
This article may contain affiliate links; there’s a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleThe Basics of Self-Directed IRAs
Recently a reader wrote to ask me whether the fees and complexity of a self-directed IRA were worth the trouble. My knowledge of these types of accounts and their investments is limited. But the topic...
View ArticleRule of 55 for 401(k) Withdrawal
This article may contain affiliate links; there’s a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleRoth IRA Rules and How They May Benefit Investors
This article may contain affiliate links; there’s a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleWhat to Do with Company Stock
Accumulating company stock has been a good way for my family to build wealth. I've heard others say they've been able to generate income by buying shares at a discounted price and then selling shares...
View ArticleIncome Limits for Roth IRA Contributions, College Tax Credits, and More
If I can manage my income, I can control my tax liability and potentially save thousands of dollars in taxes -- by rightfully claiming tax deductions and credits. Though my husband and I work with a...
View ArticleCapital Gains Taxes: 5 Basic Things to Know
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticlePortfolio Turnover, What It Is and Why It Matters
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleTax Diversification: What It is and How It Could Help Me
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleHSA Rules, Benefits, and Costs
This article may contain affiliate links; there’s a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleTracking Dividend Reinvestment, When It Matters Most
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleThe Basics of Self-Directed IRAs
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleRule of 55 for 401(k) Withdrawal
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
View ArticleWhat to Do with Company Stock
This article may contain affiliate links; there's a possibility I could earn income when you click through one of these links and sign up for an account, make a purchase, etc. This article is written...
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