Investment Taxes
Capital gains are profits made from the sale of real estate, investments and personal property. Get the latest capital gains tax rates and investment tax advice.
Tax Basics
Latest Articles
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What is the kiddie tax, how does it work and who has to pay it?
Here’s what you need to know about the kiddie tax, including how it works and who pays it.
3 min read Jul 25, 2025 -
Taxes on mutual funds: How they work and 4 strategies to minimize what you owe
Mutual fund taxes can be complicated. Here’s what you need to know.
5 min read Jun 16, 2025 -
Short-term capital gains tax: What it is, what the rates are and how to reduce your taxes
Paying attention to short-term capital gains tax rates can help you save money in the long run.
4 min read Jun 02, 2025 -
5 tax deductions for rental property
If you own rental property, you can reduce your tax bill by claiming valuable tax deductions.
4 min read May 25, 2025 -
Short-term vs. long-term capital gains: How to trim your tax bill
It pays to know the difference between short-term and long-term capital gains.
6 min read May 12, 2025 -
What is the net investment income tax and who has to pay it?
Here’s how this tax works and some strategies to minimize the potential hit.
4 min read Feb 25, 2025 -
3 ways Biden’s American Families Plans could change your taxes
The proposal includes changes to long-term capital gains and more.
5 min read Apr 29, 2021 -
Capital gains tax loophole on rental property?
You’ll have to pay capital gains on the sale of your rental property. Here’s why.
3 min read Feb 02, 2016 -
You can pay asset management fees from your IRA or with other assets
You won’t owe taxes if you pay fees from your IRA. In fact, there may be other tax breaks.
2 min read Oct 13, 2015 -
What if you don’t file the FBAR on time? What are the FBAR penalties?
If you have a foreign bank account, the IRS gives you a short time to file the FBAR.
2 min read Jun 16, 2015 -
Writing off a worthless stock
Did one of your investments totally tank? It may become valuable as a tax break.
2 min read Mar 11, 2015 -
Tax on master limited partnership in an IRA?
Whether you must pay tax on the conversion of master limited partnership shares in an IRA depends.
2 min read Dec 16, 2014 -
Calculating cost basis of inherited property
To begin, find out the fair market value of the home on the two dates when you inherited it.
2 min read Nov 11, 2014 -
Finalizing your 2010 Roth taxes
Did you convert a traditional IRA to a Roth in 2010? You may still owe conversion taxes.
2 min read Mar 26, 2013 -
Are investment fees tax-deductible?
IRA fees are tax-deductible if you use outside assets to pay them.
2 min read Feb 12, 2013 -
How the fiscal cliff may affect your taxes
Here’s how the expiration of certain tax provisions could hit your family budget.
4 min read Nov 16, 2012 -
How to day trade your way around taxes
There’s a way to shelter capital gains as a day trader, but it involves making certain tax moves.
2 min read Sep 11, 2012 -
Defer passive activity loss to next year?
If you’re entitled to the $25,000 deduction, you have to claim it regardless of your other income.
2 min read May 03, 2012 -
Sink hefty tax refund into emergency fund?
There are many options for your tax refund. Should you spend it, invest it or squirrel it away?
2 min read Mar 05, 2012 -
Top 1 percent: How much do they earn?
Many believe this group bleeds money, but that’s not always the case.
3 min read Oct 24, 2011