As tax season approaches, smart investors are using "tax loss harvesting" to offset their tax bill. But if you own mutual funds, closed-end funds, or ETFs, there's another factor to watch for before you make any year-end tax moves.
While your portfolio might be sporting some nice gains for 2023… there are probably a few losers as well. Fortunately, there's an easy way to turn these losses into tax savings—if you understand the rules. Genia shares all the details.
The chances are low that stocks will end 2022 in the black. But taking a loss in a taxable account can be beneficial—if you understand the rules. Here's how to use your losses to lower your tax bill...
Frank and Daniel tackle how to manage crypto volatility... a strategy for selling... Daniel's thesis on Galaxy Digital... and more of your top crypto questions. Plus, how to profit from the box office blowout of Top Gun: Maverick.
Fear can overwhelm our logic… especially when deciding whether to sell a stock at a loss. Having a set of rules can help keep you from making fear-based decisions.
Crypto taxation has become a hot topic in Washington D.C… It’s even addressed in the massive infrastructure bill making its way through Congress. While no one likes paying taxes… the end result could be a long-term positive for the entire…
Fear can overwhelm our logic… especially when deciding whether to sell a stock at a loss. Having a set of rules can help keep you from making fear-based decisions.
Daniel Creech highlights JPMorgan’s latest plans to launch its own bitcoin fund… and explains the biggest future threat for crypto investors.
Luke Downey explains why you should ignore worries about a capital gains tax hike... and invest in a sector that stands to benefit instead.
These tax-smart techniques have the potential to generate significant savings.
As we approach the end of the fiscal year, it’s a good time to look at ways to save on your tax bill...
The halving event is already priced in.
Do NOT buy Bitcoin or any alt coins right now.
Instead, join me on April 30, 7pm ET. I am going to show you how to continue maximizing your returns during this historic year in crypto.
SECURE YOUR SPOT
