It seems like everyone owns stock, bonds, cryptocurrency, real estate, precious metals, or some other form of investment property these days—and that’s a good thing. These are the building blocks of ...

Marshall Clay, a financial expert from The Welch Group, explains capital gains tax implications for baby boomers selling ...

The stock market was on a tear in 2023, which is fantastic for your net worth. The downside might be that you may be sitting on a large amount of capital gains. (To be clear, this is a good problem to ...

Capital gains taxes are taxes levied on the profit from selling an asset for an amount greater than its purchase price. These taxes are categorized into short-term or long-term based on the asset's ...

Capital gains taxes are levied on profits from the sale of assets like stocks, mutual funds, and real estate. The rate at which these gains are taxed depends on your taxable income and how long you've ...

Increasing the capital gains tax rate could significantly impact investor behavior and long-term investment strategies. A larger tax on investment gains could affect large corporations as well as the ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

Gifting appreciated assets during your lifetime can saddle your beneficiaries with massive capital gains taxes they could otherwise avoid. Assets passed down after death often qualify for a step-up in ...