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Tax Tips & News: long-term

New Year’s Resolutions to Keep Your Wallet Full in 2015

5 minutes read

Financial New Year’s Resolutions

Keeping more cash in your wallet is within reach for everybody, and it’s never too late to start. In fact, the beginning of the year is a perfect time to make New Year’s resolutions about your finances because you actually have a better chance of keeping those promises if you start now. According to Time Money, those who improve their money matters at the start of a new year tend to have more success in that endeavor than those who wait. A new study reveals...

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Tax Pitfalls To Avoid When Investing In Funds

14 minutes read

Beware Of Fund Tax Implications

Even if it is too late to do anything about this year’s returns, it is a good time to start planning for next year’s. At the root of the most common blunders are three types of taxable fund payouts: interest income, dividends and capital gains. While all three are subject to a complex web of tax rates and regulations, investors can limit their tax bills by understanding their funds, planning carefully and staying abreast of tax changes in Washington....

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Tax Tip: Do Your Yearend Capital Gains Tax Planning Now!

6 minutes read

When Should I Claim Losses & Gains?

By Benie Kent:

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10 Tips: Capital Gains & Losses

3 minutes read

10 Capital Gains/Losses Tips

Did you know that almost everything you own and use for personal or investment purposes is a capital asset? Capital assets include a home, household furnishings and stocks and bonds held in a personal account. When you sell a capital asset, the difference between the amount you paid for the asset and its sales price is a capital gain or capital loss.

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Lessons Learned From Mitt Romney’s Tax Return

8 minutes read

Republican candidate Mitt Romney recently bowed to pressure last week and released his 2010 tax return.  What it showed is that Romney paid a little less than $3 million in taxes on $21.6 million of income.  This equates to an affective tax rate of less than 14%–far below what the average taxpayer pays.

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