Strategies for investors to cut taxes as year-end approaches

Strategies for investors to cut taxes as year-end approaches

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year-end investor taxes

The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make the best tax use of paper losses and actual losses from your stock market investments.

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Selling mutual fund shares: What are the tax implications?

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selling mutual funds

If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According to the Investment Company Institute, a survey found 58.7 million households owned mutual funds in mid-2020. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex.

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Can taxpayers who manage their own investment portfolios deduct related expenses? It depends.

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investment-related expenses

Do you have significant investment-related expenses, including the cost of subscriptions to financial services, home office expenses and clerical costs? Under current tax law, these expenses aren’t deductible through 2025 if they’re considered investment expenses for the production of income. But they’re deductible if they’re considered trade or business expenses.

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Can investors who manage their own portfolios deduct related expenses?

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investment expenses

In some cases, investors have significant related expenses, such as the cost of subscriptions to financial periodicals and clerical expenses. Are they tax deductible?

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The tax aspects of selling mutual fund shares

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Selling Mutual Fund Shares
Perhaps you’re an investor in mutual funds or you’re interested in putting some money into them. You’re not alone. The Investment Company Institute estimates that 56.2 million households owned mutual funds in mid-2017. But despite their popularity, the tax rules involved in selling mutual fund shares can be complex.

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Why Investment Real Estate is a Great Investment

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I believe that investment real estate, when purchased wisely and taken care of properly, has the potential to make almost anyone wealthy over the long term. Investment real estate is powerful because of the way it is taxed, the way it can be financed, and how easy it is to improve.Continue Reading: Why Investment Real Estate is a Great Investment