Capital gains taxes

One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.

But health care is probably more expensive.

Officials hope to peg capital gains to inflation before the president faces reelection.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

One option for the higher earning spouse is to use an IRA as payment.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.