#capital gains
13 stories
Dinosaur Auction Tax Puzzle
A Montana rancher's $6-9m dinosaur sale could trigger Social Security tax penalties without counting against his earnings test.
24/7 Wall St. · 1m
Ultra-Rich Use Trusts to Avoid IRA Tax Traps
Wealthy families use strategic trusts to protect IRA assets from tax traps and estate issues.
Kiplinger · 1m
Suze Orman Warns Against 401(k) Loans for Credit Card Debt
Suze Orman says raiding your 401(k) to pay credit card debt risks a $44,000 tax penalty.
24/7 Wall St. · 1m
At 78 He'll Need $150,000 Without Tax
An 78-year-old can borrow against stocks held since the 1990s to access $150,000 tax-free until death.
24/7 Wall St. · 1m
Tax Loss Carryforward Explained
A $140,000 stock loss from 2008 can only offset $3,000 yearly until it erases $110,000 of gain when selling a rental.
24/7 Wall St. · 1m
Inheriting Solar Lease Complicates Home Sale
Heir inherits mother's Phoenix house with 17-year solar lease; buyer's lender demands $31,000 payoff to clear contract.
24/7 Wall St. · 1m
Wise Tax Glitch Affects 4,000 UK Users
Wise software error caused 4,000 UK users incorrect tax statements between 2021-2025.
Pymnts · 1m
House Passes Crypto Tax Bill
House advances crypto tax bill with bipartisan vote.
Yahoo Finance · 1m
Bond losses offer tax break for investors this year
Rising yields have left bond fund investors sitting on losses they can use to offset stock gains, but timing and strategy matter.
CNBC · 3m
Retired Couple Pays $0 Tax on $52,000 Stock Gain
Retired couple with $1.4 million portfolio avoids federal tax on $52,000 stock gain by selling before Dec 31.
24/7 Wall St. · 2m
Timber as a Social Security bridge at 63
Southern landowners can use timber sales to delay Social Security and boost lifetime benefits by hundreds of thousands of dollars.
24/7 Wall St. · 2m
Your 15% return isn't really 15%
Most investors ignore taxes when measuring returns. After-tax results tell a completely different story.
Kiplinger · 3m
Four tax questions answered by an expert
A tax editor breaks down qualified dividends, rental property sales, investment income taxes, and mutual fund taxation.
Kiplinger · 2m