Articles in Taxes


3 Tax-Sensitive Investment Strategies to Implement Now

By Steve Nicastro Who doesn’t want to pay less money to the taxman? With some careful planning, you can legally reduce taxes owed to the IRS on investment gains — which means more dough in... Read >>


You Still Have Time to Undo a Roth Conversion

I converted my traditional IRA to a Roth last year, and my investments have lost money since I made the conversion. Is it too late to change back? It's not too late, and losing money in your Roth... Read >>

Market Intelligence Center

In the news: Microsoft to buy Minecraft, Dollar General goes hostile and more

Wednesday headlines include Microsoft bidding $2 billion for Minecraft, Burger King's Canada move making it less popular, Dollar General going hostile in its bid to acquire Family Dollar,... Read >>


How Custodial Accounts Are Taxed

I read your Get the Kids Started in Stocks column and had two follow up questions How are children's custodial accounts taxed? Do I need to use the account for educational expenses? Custodial... Read >>


Taxes on Scholarships

My daughter received a full scholarship to college, including tuition and room and board. Will any of the money be taxable? K.M., Kokomo, Ind. Unfortunately, yes. Scholarships are tax free up to... Read >>


Burger King Shareholders Can Dodge a Whopper of a Tax Bill

The latest in a string of U.S. companies buying foreign firms so they can skirt the IRS marries a burger and fries icon (Burger King) with coffee and donut icon (Tim Hortons). When the new firm... Read >>


How 6 Types of Retirement Income Are Taxed

One of the biggest mistakes retirees make when calculating their living expenses is forgetting how big a bite state and federal taxes can take out of savings. And how you tap your accounts can... Read >>


6 Really Bad and Sad Portfolio Types

We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that are architecturally unsound. And for... Read >>

Market Intelligence Center

Market Edge Report: Stock buybacks

Market Edge Report empowers the self directed investor . Each report investigates a single market metric in depth. We don't just give you numbers, we show you where to find them yourself, suggest... Read >>

Market Intelligence Center

Burger King: Goodbye America, hello $1.9 billion!

Tax inversion is all the rage on Wall Street these days, and Burger King Worldwide's ( BKW ) intended merger with Tim Hortons is a text book example. The way the strategy works, a large American... Read >>

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