I’m 65 and my wife and I are ready to sell our home of 35 years to fund retirement. But we’re worried about capital gains tax ...

Trust Powered by Pennington Law reports alternatives to avoid capital gains tax without a 1031 exchange, highlighting options ...

Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on ...

It's common for FIFO to be the default option if you don't select a preference. However, some brokerages give you the chance ...

If your earnings fall within the 0% capital gains bracket, you could sell brokerage account assets without triggering a tax ...

This isn’t much of a surprise, as the Russell 3000 Index has delivered returns of +20% in five of the last six years and is ...

The soaring stock market following the 2008 financial crisis has left many investors with massive embedded capital gains, ...

Back in 1997, the average home price in Boulder County was around $200,000. Today, that average has climbed to roughly ...

Under the FIFO method, the securities credited first to a demat account are considered the first to be sold. Taxation of ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

The Tribunal held that an ex-parte capital gains addition could not be sustained where the assessee was denied a meaningful opportunity. Considering comparable treatment in a related case, the matter ...