Tag Archives: cost basis
Don’t let the tax sunset leave your portfolio in the dark
At the end of 2010, tax rates will go up unless there are legislative changes amending the coming “sunset” of current tax provisions. This note takes a brief look at some of the strategies investors can use to ensure their … Continue reading
Posted in Financial planning, Investments, Taxes
Tagged capital gains, cost basis, dividends, income tax, investments, sell, taxes
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Coming Tax Changes Create Incentive to Act Now
Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading
