Run out of room in your tax-sheltered investment accounts? Here's how you can position the rest of your portfolio.

Tax rules for bond investors vary for government, municipal, or corporate bonds. Munies are completely tax free if you live ...

For first-time investors, understanding capital gains rules isn’t just a matter of curiosity—it’s essential for keeping more of your hard-earned money. The IRS has some surprising guidelines that can ...

These payments can constitute ordinary income, capital gains, or a return of capital—each of which receives different tax treatment. Below, we explain how REITs work and what investors should ...

Those long-term capital gains could play a big role in your retirement finances — and a positive one. But it's important to ...

Discover strategies for income growth and stability with insights into dividend growth, market timing, and smart investments ...

You need to figure your capital gain or loss when you sell such investments. The Internal Revenue Service allows three ways to determine the cost basis of the shares you sell: first in ...

U.S. generally accepted accounting principles provide differing treatments of unrealized capital gains and losses on the balance sheet, depending on the nature of the security, the size of the ...

T4 slips do not apply to self-employed individuals ... This can eliminate or reduce the tax on the capital gain from the sale. In order to claim the principal residence exemption, you have to report ...