Claiming losses on depreciated or worthless stock
March 13, 2023
If you invest in the stock market, you’ve probably owned some losing shares. Here’s how to claim losses on your tax return for depreciated or worthless stock.
Strategies for investors to cut taxes as year-end approaches
December 21, 2022
The end of the year is a good time to examine your portfolio for tax purposes. Here are some strategies that may save you taxes.
How savings bonds are taxed
December 8, 2022
Do you own savings bonds? Here’s how the interest on the bonds is taxed.
Tax and other financial consequences of tax-free bonds
November 8, 2022
Do you want to add municipal bonds to your portfolio? Here are some of the tax consequences.
The ins and outs of Series EE savings bond taxation
June 1, 2022
Do you own Series EE bonds? Take a look at the issue dates to see if the bonds are no longer earning interest. Here’s some information about how bond interest is taxed.
Selling mutual fund shares: What are the tax implications?
April 15, 2022
Selling mutual fund shares involves many complex factors. Here are the basic rules.
