Capital Gains Tax
News, insights and expert analysis on capital gains tax from the team at Kiplinger.
Latest
-
Five Tax Moves Retirees Should Consider Before Dec. 31Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
By Evan T. Beach, CFP®, AWMA®
-
Deferring Taxes Until Retirement? You May Want to Rethink ThatIf tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
By Scott Noble, CPA/PFS
-
Three Strategies to Build Wealth and Secure Your Financial FutureHere are three strategies to keep in mind as you embark on your path to wealth accumulation and financial security.
By Justin Donald
-
Optimize Your Taxes With These Two Common StrategiesRoth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
By Laura Schultz, J.D., IAR
-
Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know ExistsAre capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
By Mike Decker, NSSA®
-
1031 Exchange: Do You Know Your ‘Like-Kind’ Options?You might have some misconceptions about what kinds of real estate investments qualify for your 1031 exchange. Read on for a definitive list of your like-kind options.
By Mike Decker, NSSA®
-
Qualified Opportunity Zones With an Energy BoostThe energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
By Daniel Goodwin
-
Tax-Smart Strategies for Capital Gains in 2023Using 1031 exchanges and qualified opportunity zones to reinvest the proceeds from the sale of an appreciated asset can defer and sometimes eliminate capital gains taxes.
By Daniel Goodwin
-
To Defer Capital Gains Taxes, Consider a 721 ExchangeThis less-used tool in real estate investing might serve you better than the more popular 1031 exchange, depending on your circumstances.
By Edward E. Fernandez
