Capital Gains Tax
17 articlesThe strongest articles will unpack software reviews, Deadline notes and form walkthroughs and bring in tax entities only where they clarify costs, eligibility, reporting duties, account access or investment exposure.
Western Retirees Weigh Home Prices Against Care Costs
Some Western towns have home values below the national average. Remote locations can add specialty-care travel costs, while state tax rules can shift the budget.
A Dividend Cut Can Hit Retirees Twice
A dividend suspension can cut retirement cash flow just as the stock falls. SDY and VYM spread exposure across dividend payers; SPYI gets much of its distribution from options instead.
Build a Recession Buffer Without Abandoning Your Long-Term Plan
Current indicators do not point to an imminent recession, but high valuations and household affordability pressures make preparation worthwhile. Cash reserves and a careful review of investments can protect flexibility without forcing investors to abandon long-term holdings.
IRS ETF Ruling Puts AB's High Yield Under Scrutiny
The IRS says some structured ETF transfers of appreciated securities trigger taxable events. For AllianceBernstein investors, the ruling comes alongside a 9.94% yield and a payout ratio above earnings.
Warren Buffett's Crash Advice Starts With Cash, Not Forecasts
Buffett's crash playbook starts with cash, not forecasts. A reserve can keep household bills from forcing stock sales, while a downturn may bring lower prices for businesses investors already value.
Indivior sets $8.13 special dividend for shareholders before Supernus merger
Indivior will pay a special $8.13 per share dividend to existing shareholders if its merger with Supernus closes in early November 2026, but new Supernus investors will not receive the payout
Donating Stock Offers a Tax Edge Over Selling for Investors
Investors sitting on big gains in tech and AI stocks face steep tax bills if they sell. Vanguard and Fidelity now point to a donation strategy that can erase capital gains and reset cost basis for future growth
Annuity fees and penalties can quietly drain your retirement savings
Many retirees are drawn to annuities for steady income but face steep fees, tax disadvantages, and strict withdrawal penalties that can erode long-term wealth and limit financial flexibility
Bill Ackman's investing rule beats Wall Street's hottest trends
Bill Ackman's Pershing Square turned every dollar into $27 while the S&P 500 delivered just $9 over 22 years. The secret was not chasing headlines but holding quality stocks through market noise
September Is Usually a Rough Month for Stocks, but Long-Term Investors Should Ignore the Noise
September has historically been the only month when the S&P 500 averages a decline, but for investors with a long-term focus, these seasonal dips may offer a chance to buy quality stocks at lower prices rather than a reason to sell
Mark Cuban's Wealth Tax Clash Exposes California's Billionaire Dilemma
California's proposed 5% one-time tax on billionaire wealth is fueling a fierce debate between Mark Cuban and lawmakers, raising questions about liquidity, startup growth, and the risk of driving high-net-worth residents out of the state
What to Do After Receiving a $50,000 Inheritance: Expert Advice
A $50,000 inheritance can help pay off high-interest debt, build emergency savings, or fund long-term goals-but experts warn that impulsive spending or letting cash sit idle can erode its value and limit its impact
Jim Cramer's Three-Asset Strategy for Building Retirement Security
Jim Cramer urges retirees to focus on compounding, not trading, and outlines a three-part portfolio approach that balances index funds, select stocks, and insurance assets to help manage risk and long-term growth
Gold Miners or Silver Bars? We Compare VanEck Gold Miners ETF to iShares Silver Trust to Find the Better Buy
Comparing iShares Silver Trust and VanEck Gold Miners ETF means weighing direct silver exposure against gold mining stocks, with differences in risk, fees, tax treatment, and long-term return potential
Downsizing in Retirement: How to Simplify Your Lifestyle and Boost Your Savings
Retirees looking to cut costs and free up cash are increasingly downsizing homes, selling unused possessions, and streamlining investments-moves that can reduce expenses and potentially increase retirement income
Global X - Silver Miners ETF vs SPDR Gold Shares: Which Precious Metals Fund Is the Better Buy?
SPDR Gold Shares and Global X - Silver Miners ETF offer sharply different exposure, fees, and risk profiles-one tracks physical gold, the other invests in silver mining stocks. Here's how their returns, volatility, and costs stack up for U.S. investors
9 Top Places to Retire in the Western U.S.
Retirees seeking affordable living, tax advantages, and access to outdoor recreation are increasingly considering smaller Western cities like Casper, Evanston, and Pomeroy, where home prices can be over $50,000 below the national average