Last Call: Tax Day is Next Monday, April 15th While we normally take care of all of our clients’ account servicing needs, including IRA and retirement account contributions, end of business today (5:00 pm ET for the Vienna office and 5:00 pm PT for the…
We recently posted an analysis of the tradeoffs involved with realizing embedded capital gains in 2012 before presumed higher rates kick in starting January 1 (Cliffhanger: The Fiscal Cliff and Year-End Planning), in which we focused largely on the tradeoff between keeping more capital invested and eventually having gains…
Dave was quoted in a recent article by Dow Jones writer Daisy Maxey devoted to the virtues of preserving short-term losses for use in offsetting short-term gains (as opposed to “wasting” them offsetting long-term gains). Dave’s comments were more focused on the possibility of harvesting all embedded…
The mid-term elections have passed and we now know more about the political landscape ahead, but investors still face plenty of uncertainty, especially on taxes. David Yeske, managing director of money management firm Yeske Buie, says rebalancing has become more difficult , and QE2 might be the signal for investors to reduce their bond holdings. MarketWatch’s Andrea Coombes reports.
By ELEANOR LAISE Hidden in the market’s hideous performance is a unique opportunity for investors to cut their tax bills for years to come. Investors who sell beaten-down holdings can use those losses to offset taxable gains and often a portion of their income. Any…
By Albert B. Crenshaw Special to The Washington Post Wednesday, October 15, 2008; Page H06 With the decline of traditional pensions, tax-deferred saving through 401(k) plans, IRAs and the like has become a key element of most Americans’ funding. But tax-deferred isn’t the same as…