Search results for Taxable Investing

Tax Pros Reveal 3 Investment Moves That Can Push You into a Higher Tax Bracket

How are dividends taxed?: Ordinary vs. Qualified Dividends

Dividends can be a valuable source of investment income, but the tax rules aren’t always straightforward. Some dividends are taxed at […] The post How are dividends taxed?: Ordinar...

This Overlooked Rule Could Make Some of Your Roth IRA Savings Taxable

Unless you enjoy donating to the IRS, you'll want to avoid this.

A Complete Guide to Tax Free Retirement & Investment

For most retirees, tax free retirement is simply never part of the plan.If your savings sit primarily in a 401(k) or traditional IRA, every dollar you withdraw is taxed as ordinary...

Selling Investments Abroad? How Alternative Minimum Tax Can Change Your U.S. Tax Bill

Selling investments abroad can already feel like enough paperwork for one lifetime. You sell the asset, report the gain, brace yourself for the capital gains tax, and think you’ve...

When Does a Taxable Account Actually Beat a TFSA? Here’s the Answer

Here’s a surprising scenario wherein a taxable account could beat your TFSA. The post When Does a Taxable Account Actually Beat a TFSA? Here’s the Answer appeared first...

IYRI: Tax-Efficient Alternative To Rental Properties

TFSA Investors: Here’s the Only Time Using a Taxable Account Is a Better Choice

If you're going to speculate with risky stock picks, consider using a non-registered account instead of a TFSA. The post TFSA Investors: Here’s the Only Time Using a Taxable Accoun...

Short seller targets AQR backer over tax-loss harvesting

A short seller is taking aim at the more than $1 trillion that's invested in strategies that reduce taxes for the rich — putting one of the U.S.' most staid money managers in its c...

RQI: Tax-Efficient Income Machine From Real Estate Exposure

Investing More Than The Gift Tax Exclusion Limit Shouldn’t Be A Problem

Every year or two, the market hands you a gift wrapped in anxiety. You watch your portfolio bleed, you refresh your brokerage app more than you should, and you feel helpless. But w...

Capital Gains Tax Brackets: How Income Pushes Your Rate Higher

Capital gains tax can cost more than you expect when investment profits stack on top of ordinary income. Here’s how to plan around it. The post Capital Gains Tax Brackets: How Inco...

How to Save Tax on Long-Term Capital Gains in India

Sold Rs 50L in mutual funds? Section 54F exempts LTCG only if you reinvest full proceeds, not just gains. See the formula and CGAS trap before the July 31 deadline

How Foreign Investments Can Lead to IRS Penalties That Wipe Out Profits

Global diversification can be a powerful wealth strategy, but without proper tax planning, foreign investments can trigger complex reporting rules and costly IRS penalties that cat...

Locked into concentrated capital gains? Exchange funds could help

Exchange funds could help address some wealthy clients' concentration risks and tax quandaries at the same time.

Inheriting NPS is tax-free. Inheriting mutual funds isn't

A Rs 3.5 crore mutual fund portfolio can leave your nominee with a Rs 39 lakh tax bill. The same amount in NPS passes tax-free. Here is how the two products compare.

Investors back global equity trackers and US markets as tax year begins

Early-bird ISA and SIPP investors on Hargreaves Lansdown have been backing global funds and US exposure since the start of the 2026/27 tax year, the platform has found.

Is Wealthsimple’s new direct indexing worth it?

Wealthsimple's direct indexing brings a tax-saving investing strategy to a wider group of investors, but the number likely to benefit from it is still small. The post Is Wealthsimp...

Tax Day is here. How to pocket more of your portfolio's return, according to Bank of America

Investors can generate some tax alpha if they look for ways to make their portfolios more efficient.

Taxation of Foreign Stocks in India: A Complete Guide for Resident Investors

Taxation of Foreign Stocks in India: A Complete Guide for Resident Investors Nowadays, global investing is becoming increasingly accessible to Indian residents with the help of var...

A Tax Planning Mistake Many Middle East NRIs Make with Indian Mutual Funds

Many NRIs living in the Middle East may be making a simple but expensive mistake with their Indian mutual fund investments. They continue holding their mutual funds for years witho...

Switching to direct funds: Pay once, gain for years

Switching from regular to direct mutual funds triggers LTCG tax, but delaying it can cost more. Here’s why paying once now could boost long-term returns.

Allspring Intermediate Tax/AMT-Free Fund Q1 2026 Commentary

Tax-Loss Harvesting With Bonds Vs. Stocks: Different Rules, Same Goal