Investment Tax

  1. A Beginner's Guide to Tax-Efficient Investing

    Find out how to manage your portfolio to minimize your tax burden.
  2. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  3. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors ...
  4. All You Need to Know About Tax Havens

    These tax-free zones might sound appealing, but the consequences often aren't.
  5. Feeling Taxed? What You Need to Know about Munis

    Find out why investors have any number of reasons to feel stressed, now that tax ...
  6. 6 Tax Forms for Investors Who Have Money Abroad

    If you're a U.S. citizen or resident, and you own assets in other countries, you ...
  1. Tax-Efficient Strategies For International Clients

    In a globalized world, international clients seek to diversify holdings by accessing ...
  2. Top 4 Retirement Income Mutual Funds (PRFHX, ...

    Review four of the top retirement income mutual funds available on the market today, ...
  3. Know Your Stock Cost Basis

    Understanding equity cost basis is critical for tracking the gains or losses of an ...
  4. There Are New REITs On The Horizon

    For investors, the surge in new REIT activity is providing some pretty interesting ...
  1. Can I take money from my 401(k) to pay taxes?

    Tax bills may be paid from a 401(k) plan balance, but the tax rules surrounding 401(k) loans generally make it cost-prohibitive ...
  2. How do I calculate my gains and/or losses when I sell a stock?

    To begin, you need to know your cost basis, or the price you paid for the stock. If you did not record this information, ...
  3. What are unrealized gains and losses?

    An unrealized loss occurs when a stock decreases after an investor buys it, but he or she has yet to sell it. If a large ...
  4. Do beneficiaries pay taxes on life insurance?

    Learn how life insurance proceeds are generally not taxable to the beneficiary, but understand the unique situations in which ...
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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