If it were up to me, chocolate would be considered one of the major food groups, with truffles a particularly important staple dish. Fortunately, they are also a good metaphor for explaining the tax treatment of ETFs and mutual funds. … Read more
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April 15 is approaching, and once you’ve sorted through your W-2s and 1099s to complete your tax return, take a close look at the income section on your Form 1040. How much investment income did you report? A lot?
If … Read more
An exchange I had during the holidays triggered my desire to write—and, hopefully, get some feedback from all of you.
The topic du jour is the fiscal cliff and what the government (House, Senate, President) will or will not do … Read more
Year-end is fast approaching, and based on web traffic it seems like the question of converting traditional IRA savings to Roth savings looms large. Congress has added to the buzz by allowing the conversion of certain pre-tax 401(k) money into … Read more
Every year, many investors find themselves “buying a distribution” and incurring liabilities that could have been avoided or at least deferred.
Tax law requires that realized gains in a portfolio be distributed at least annually, typically in December. If you’re … Read more