Investment Income

Strategies to minimize investment tax liability

As taxpayers wrap up their returns for 2014, many have been faced with paying higher taxes on their investments. The run-up in the markets over the last few [...]

How Taxes Should Affect an Investor’s Asset Allocation

<p> Taxes are an important but often overlooked consideration for investors with taxable portfolios. Taxes should affect the asset-allocation strategy [...]

Tax Rules for Children Who Have Investment Income

Some children receive investment income and are required to file a federal tax return. If a child cannot file his or her own tax return for any reason, such as [...]