Consider Year-End Tax Strageties NOW!

I’m made dozens of mistakes learning to invest, and I’m probably not done yet. ... this year even more fun is receiving a huge taxable capital gains distribution from investments ... and be out of the market for a month just to use a tax-loss. Beware That Capital Gains Distributions [more...]

Date: 2008-11-16 21:59:09

Blog posts (531) | Videos (159)
 

A stock offering safe dividends AND speculative upside

Sounds like an oxymoron, safe dividends and speculative upside . How could that be possible? ... , there are some additional tax complications, but ultimately provide an opportunity to gain the advantage of having your distributions taxed as capital gains as opposed to ordinary income .  Investment [more...]

Date: 2009-03-06 16:18:00

A stock offering safe dividends AND speculative upside

Sounds like an oxymoron, safe dividends and speculative upside . How could that be possible? ... , there are some additional tax complications, but ultimately provide an opportunity to gain the advantage of having your distributions taxed as capital gains as opposed to ordinary income .  Investment [more...]

Date: 2009-03-06 16:18:00

Year End Tax Advice

I previously wrote about selling equities at a loss in our taxable brokerage account this year to reduce our taxable income by $3000 ... . It will typically be a wash between capital gains and dividend gains if you are selling with a gain ... on a distribution that does nothing for you. I am not advocating selling before dividend payments [more...]

Date: 2008-12-18 11:17:53

9 Year-End Money Moves

This article is part of an M-Network group writing project, the 12 Days of Christmas - Personal Finance Style ... capital gains tax.  If you don’t know what I mean, check out Mutual Fund Double Whammy. 3. Extreme ... that some funds will be distributing significant amount of capital gains due to the volatile market [more...]

Date: 2008-12-09 12:00:40

Why You Should Be Switching To ETFs

Oxford Club’s Alexander Green says making the switch from mutual funds to ETFs can save thousands in taxes and expenses ... distribute annual capital gains to shareholders, in effect handing shareholders a paper loss and a tax ... allows you to take losses each year to fully offset any realized capital gains. And also allows [more...]

Date: 2008-11-25 13:56:46

steam heat

The concept of credit created a greater debt than hope could have conceived ... to their resources / customers.)...otherwise?... The is no capitalism without capital (gains.) Investing in debt ... of fortune depends on relief distribution instead of business as usual. The energy of alternating [more...]

Date: 2009-03-12 01:23:00

Outside the Box: Mutual fund shareholders deserve an even tax break

Unlike individual stockholders, mutual-fund shareholders owe tax in every year when the funds earn and distribute capital gains from sales of securities. It doesn’t matter that unwanted, sometimes surprisingly large distributions are credited and automatically reinvested, or that investors intend to keep their shares until retirement [more...]

Date: 2009-03-29 16:03:00

Weird stuff in double-inverse ETF land

I get the RSS feed from IndexUniverse.com and a weird thing happened to an article I was interested in today ... like shareholders of record yesterday got hosed. Rydex declared a short term capital gain distribution of $86.48 ... (REC: 12.2101 0.00 0.00%) went ex-distribution with an 86% distribution. The link stopped working [more...]

Date: 2008-12-11 18:09:13

Financial Crises and Democracy, Part Two

We have several times emphasized the need for a large economic stimulus package to limit the extent and damage of the recession that we are almost ... account withdrawals; increasing capital loss write-offs; reducing long-term capital gains tax rates ... , such as relaxing the minimum distribution requirements for retirees. With John McCain, we are not [more...]

Date: 2008-11-03 10:00:55

Latest Good Reads

Which is better education or experience? 10 tax tips for self-employed individuals. Six ways to make your marketing count. Americans, wealth distribution, and income taxes. Zero capital gains for 2008. The problem with Milt (Friedman, that is). What is sustainable success? Stocks, oil, gold tank on growing [more...]

Date: 2008-11-06 17:07:00

All fun and gains?

This weekend’s Washington Post offered an anecdotal look at DC’s Capital Gains Program, aka Washington’s own pay kids for performance system ... and lockers. Capital Gains partners with SunTrust Bank, which puts on money management classes ... not turn check distribution into a teachable moment about ethics? [more...]

Date: 2009-03-23 21:09:03

WSJ say double leverage ETFs are pushing the market

Are ETFs Driving Late-Day Turns? - WSJ.com. The article from the WSJ.com linked above (subscription required) ... with an 86% short term capital gains distribution. That seems to be a small clue that all may not be well in double gains and losses land. I really do not have a clue if these ETFs can blow up. The gut [more...]

Date: 2008-12-16 12:45:16

Will ETFs Be The End Of Traditional Mutual Funds?

A relative new comer to the investment world is the Exchange Traded Fund (ETF) ... there are potential tax efficiencies from avoiding capital gain distributions and minimizing management fees ... Brothers Mutual Fund Long Government/Corporate Index Dividend Appreciation ETF (VIG) tracks [more...]

Date: 2009-04-03 10:30:09

Not Socialism, Just a Jump Start

Maybe it’s a matter of being overly sensitive, but sometimes you do get tired of being called a socialist ... on absolutely everything until October 2010 proposed by John Boehner, or eliminating capital gains ... and administration of the means of production and distribution of goods. The idea is to give free-market capitalism [more...]

Date: 2009-03-11 05:39:30

Unitex Trust - Unitex-trust.com

I am not admin, from this site: Welcome to the website of Unitex Trust dedicated to your success! ... capital to increase portfolio for trading operations. This leverage may increase investment gains ... distribution Distributions are typically higher than other types of dividends, offering cash yields [more...]

Date: 2009-03-05 05:39:22

Rich People are More Likely to Cheat on Income Tax Returns

According to a new study by Joel Slemrod, a professor at the University of Michigan’s business school, and Andrew Johns, an IRS researcher, ... income, such as through rental property income, capital gains, and self-employment. Sole proprietors ... : rachaelvoorhees The Distribution of Income Tax Noncompliance, Joel Slemrod and Andrew Johns, October [more...]

Date: 2008-10-23 12:30:35

Dividend payers of note

With (accurate) earnings proving to be a difficult metric to rank stocks I took a look at stocks which paid a dividend yield of at least 5%, ... primary investment objective is to provide current income and gains, with a secondary objective of capital ... for the payment of expenses and liabilities and for distribution to Unitholders, are the Royalty [more...]

Date: 2009-02-19 13:36:00

VCIR - Morning sessions impress

Stead Burwell, CEO of Alliance Health Networks presents at VCIR Winter 2009 Alliance Health Networks of Salt Lake City, ... integrates with and gains distribution from Salesforce, SugarCRM, and similar systems as a premium ... , Spark Capital and Sequel Ventures are the current investors. CEO Tim Sheehan introduced [more...]

Date: 2009-03-04 18:51:31

On Working Hard

Paul Campos has a good post breaking down the bizarre right wing discourse around “working hard” and taxes ... the place, it’s also very powerful, when it comes to opposing returning capital gains and income rates ... . Now, what I described sounds ridiculous. We all know that our income distribution doesn’t reflect merit. And even [more...]

Date: 2009-03-05 16:27:52

The "what if" questions of filing in a recession - fox4kc.com

WKRG-TV The "what if" questions of filing in a recession fox4kc.com, Kansas City Generally, you can not claim a capital gains loss on your retirement ... is when you receive a distribution that had previously been taxed. ... Tax Moves For Tough Times [more...]

Date: 2009-03-21 08:42:19

HOW TO BUY A PENSION PLAN

GO for a pure pension policy. Avoid policies that have a mandatory life cover ... capital gains tax - NHAI BondsMUTUAL FUND PENSION PLANS » ... , typically, have low distribution cost and zero mortality charges. So, the post-cost returns of good [more...]

Date: 2009-03-05 02:12:51

Class Warfare?

John Berry: If Tax-Cut Lapsing Is Class Warfare, Let’s Fight, by John M ... for couples with incomes above $250,000 ... and raise the rates for them on capital gains and dividends ... has become concentrated at the very top of the distribution. The extra revenue would be used to help [more...]

Date: 2009-03-12 10:33:00

The Red Tide

The notice in the Hartford Courant was mercifully brief, somewhat like a sentence of execution ... through capital gains tax increases, President-elect Barack Obama’s plan, you are letting yourself ... be progressive at the distribution end, but sometimes is not; mostly because, put in charge of Pile [more...]

Date: 2008-11-12 20:59:00

Unintended Consequences of Pursuing Wealth

For the love of money is the root of all evil–Timothy 6:10 Did we make it too easy to get rich? What are the consequences? ... significantly lower in the late 1920’s. Same with capital gains. Coincidence?     Maybe, or maybe ... MI will probably correct me), that we now have the highest inequality in income distribution since [more...]

Date: 2009-03-06 03:32:09

Ecuador IRA Tax Break

Here is an great Ecuador IRA tax break. If  you buy an Ecuador house or condo with your non pension money and invest your IRA funds in a second ... as well. There are no capital gains on occasional real estate sales. So if you have a pension… ... or asset purchase, for the IRA, is viewed as a distribution and will be administered as such. IRA [more...]

Date: 2009-03-16 07:01:31

What Now? How do I afford to Move on After Divorce?

 We all hear that in bad economies, divorce filings traditionally decrease ... not have as much capital gains given the current economic state? What are the tax consequences ... .   This is because, in most cases, there will be an equitable distribution of assets [more...]

Date: 2009-02-21 13:27:00

MARKET FALLS TO PRE-1997 LEVELS

This would unbelievable but with Obama in charge the only “hope” we have is his resignation or impeachment (and Biden’s) ... announce this: “For the next year, all capital gains taxes are suspended and all payroll taxes will be cut ... in Washington on Monday, saying Vice President Joe Biden will help ensure the distribution of the money [more...]

Date: 2009-02-24 11:30:46

Common Tax Forms to Gather For Your Tax Return

January is the month when you need to keep a keen eye on mailbox to make sure you don’t overlook any important tax documents coming in ... capital gains or losses. 1099-R Tax FormThis is a form that reports distributions from annuities [more...]

Date: 2009-01-16 13:50:05

Charity Begins at Home with State "Over-the-Horizon Wealth Redeployment" Bureaucrats

—Ace A bit of optimism for you all -- perhaps Barack Obama won't be a socialist ... then he acknowledged that even if a hike in the capital gains tax rates had a history of bringing in less revenue ... ’t address the problem: voters may begin to suspect that Obama is fixated on wealth re-distribution [more...]

Date: 2008-10-17 21:43:39

Obama and the Constitution

A radio interview emerged today in which Barack Obama discusses the use of the courts to "redistribute wealth" ... to bring back the "Fairness Doctrine"? Will capital gains taxes go up? Does he support another stimulus package? Does Obama favour the constitution being amended for wealth distribution to be added [more...]

Date: 2008-10-27 23:36:13

Slugger Blog Round…

Starting with Michael Taft`on the property tax: The 2 percent increase in Capital Gains Tax and the €200 a year ‘annual property tax’ is going to ... in tax relief for first time buyers and more spent on social and affordable housing. The distribution [more...]

Date: 2008-10-16 13:21:09

Drink Blogging the Presidential Debate

Seems that I will be drink blogging the last Presidential debate tonight ... if your capital gains is not increased, your going to get less because he will take it straight from the company!2113 - McCain strikes with Obama's ideal of Income Re-Distribution. Obama's response [more...]

Date: 2008-10-15 23:55:00

Dean Baker: The High Priests of the Bubble Economy

Deregulation and laissez-faire orthodoxy bears much of the blame for the current economic mess we are experiencing ... unemployment of the late 1990s and wage gains for workers at all points along the wage distribution ... at the end of the decade funnelled vast sums of capital into crazy internet schemes. There was a surge [more...]

Date: 2008-11-12 19:22:46

Geithner plan: Let them clip coupons

Skip to the end The Geithner plan is the latest move in what is shaping up to be the largest upward distribution of real wealth in US history. Its stated purpose is to provide high enough risk adjusted returns to attract ‘private capital’ ... . This means that as productivity and output increases, those gains in real consumption necessarily [more...]

Date: 2009-03-24 12:53:27

The High Priests of the Bubble Economy

Dean Baker via Yves Smith of Naked Capitalism; hat-tip to Ben Collins ... growth led to the low unemployment of the late 1990s and wage gains for workers at all points along the wage distribution. At the end of the administration, there was a huge surplus, and we set [more...]

Date: 2008-11-13 17:30:56

Proxy Access and the Balance of Power in Corporate Governance

(Editor’s Note: This post comes to us from Roy J. Katzovicz of Pershing Square Capital Management, L.P.) Our experience with concentrated, long-term investments in large, public companies has taught us that the overwhelming majority of corporate directors are smart, diligent, and capable business people trying the best they can to faithfully discharge their fiduciary duties. They do not, however, always get it right. Something is broken in corporate America. [more...]

Date: 2009-10-02 13:46:42

2010 Natural Gas Forecast

Other investors are finally starting to catch on to our bullish outlook for natural gas.   And once every so often, I'll find another analyst that hits the nail right on the head. You've probably had a similar experience. Today, I came across an interview that I knew my readers would enjoy. Not only does analyst Fadel Gheit support a strong upside to natural gas, but he also points out several warning flags I've been showing you during the last several weeks. [more...]

Date: 2009-10-09 20:18:09

Chasing Alpha

Stephen Gudeman We are living through a distressing economic crisis, the dimensions of which none of us has previously experienced. Around the globe, unemployment and sub employment have risen, salaries are frozen, homes are being repossessed, economic inequality continues, and many are experiencing heightened emotional distress. We cannot foresee the full consequences of this downturn, and even if some forecasters glimpse a turning point recovery will be slow. [more...]

Date: 2009-10-08 07:45:07

A Discourse on the Method . . .

. . . of Rightly Conducting the Reason and Seeking Truth in Contemporary Economies & Markets, with sincerest apologies to the memory of Rene Descartes. > Seventeenth century medicine, Moliere observed, was a field where most men died of their remedies and not of their diseases. So too, twenty-first century interventionist monetary policy seems to kill more wealth than if recessions were left alone to run their course. [more...]

Date: 2009-10-14 13:30:51

WE SHALL OVERCOME OUR PROBLEMS

Being a broadcast by His Excellency, President Umaru Musa Yar’Adua, GCFR on the Occasion of the 49th Independence Anniversary of the Federal Republic of Nigeria October 1, 2009 Fellow Nigerians,  as we mark Nigeria’s 49th year of nationhood, this day offers us an opportunity for celebration, reflection, and rededication: celebration of that historic day when we joined the league of free nations; reflection on how far we [more...]

Date: 2009-10-01 12:34:36

"How the Servant Became a Predator: Finance’s Five Fatal Flaws"

I am not as negative about banking and financial intermediation as William Black, I think intermediaries perform essential functions that, for example, pools risk across individuals, pools deposits over time (i.e. allows long-term loans with short-term deposits), pools small deposits to allow large loans, they help to overcome adverse selection and moral hazard problems by providing monitoring of loans and expertise on the ability of buyers to repay loans that individuals do not have. [more...]

Date: 2009-10-14 17:22:04

Why Trading ETFs Will Make You Rich!

by Kirt Christensen For the knowledgeable, active investor who wants to participate in big picture trends, the Exchange Traded Fund (ETF) has many advantages over the traditional Mutual Fund. ETFs are far more transparent, efficient and economical. Be A Control Freak. It is a universal truth: You are more interested in the vigor of your portfolio than anyone else. Having Mutual Funds be your mainstay is like relying on fast food establishments to keep you healthy. [more...]

Date: 2009-10-10 20:51:03

Shifting Economic and Geopolitical Winds

Maybe it's just me, but it seems like many of those who see things from an economic perspective and, likewise, those who view the world through the prism of politics miss out on the fact that the two are intimately related.Indeed, experience suggests that relative differences in the ability to call upon and direct resources, whether in the public or private sector, is often the deciding factor in struggles for influence and dominance. [more...]

Date: 2009-10-12 02:04:32

Selecting the Right Business Structure

by Mat Deakin So you’ve got a great business idea. You have finished your business plan, finalized your marketing initiatives, and determined your product pricing. But what about your business structure? This is often one of the most overlooked items when forming a business. The simplest form of ownership (for an individual business owner) is the sole proprietorship. The business is actually just an extension of the owner. This form of ownership does not require a separate tax return. [more...]

Date: 2009-10-03 10:09:44

William K. Black, "The Predator State"

"The Predator State" by William K. Black "What exactly is the function of the financial sector in our society? Simply this: Its sole function is supplying capital efficiently to aid the real economy. The financial sector is a tool to help those that make real tools, not an end in itself. But five fatal flaws in the financial sector's current structure have created a monster that drains the real economy, promotes fraud and corruption, threatens democracy, and causes recurrent, intensifying crises. [more...]

Date: 2009-10-18 19:07:00

India: Taxes and the social contract

Guest Author: Ashima Goyal, IGIDR The Direct Tax Code proposes to cut through the maze of tax laws, starting on a new slate towards overall objectives of growth and equity. The core idea is to expand the tax base to increase the tax to GDP ratio, even while keeping per capita tax liability low. The tax base should rise as compliance costs, exemptions, and resulting arbitrage-induced inefficiencies fall. Clear simple writing should reduce ambiguity and litigation. [more...]

Date: 2009-10-10 11:00:59

These 9 Experts are Making a Fortune in Today's Market

        Just Announced: Early Bird Discount Available Now! Investor’s Daily Edge and Mt. Vernon Research Combine Forces to Present the Only Investment Conference You Need to Attend This Year: [more...]

Date: 2009-02-27 21:22:00

"The Twilight of Pax Americana"

"The Twilight of Pax Americana" By Christopher Layne and Benjamin Schwarz "Since the end of WWII, the world has depended on the United States for stability. But with American military and economic dominance waning, capitalism and global security are threatened. The international order that emerged after World War II has rightly been termed the Pax Americana; it's a Washington-led arrangement that has maintained political stability and promoted an open global economic system. [more...]

Date: 2009-10-01 21:38:00

Keyword Research For Beginners With Aaron Wall

Keyword Research For Beginners With Aaron Wall Free Search Engine Optimization Blurbs By Hobo. US based Aaron Wall is quite probably my favourite SEO blogger , and has been since long before I started blogging myself. I pinged Aaron  and asked him if he would take me through the basics of keyword research for those readers of the blog who are just starting out, and help me create a beginner’s guide to keyword research, as it’s one area I’ve not really touched on. [more...]

Date: 2009-10-12 11:56:40

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