Help Your Children Buy a House Without Getting Into Trouble With the Taxman
How you structure the loan has a lot of tax consequences. Get the answers you need here.
Are municipalities gambling with taxpayer money or being smart?
Municipalities bought around $500 billion of interest rate swaps prior to the beginning of the financial crisis.
What Romney’s Tax Plan Would Mean for Investors
If you are confused about Governor Mitt Romney’s tax plan, you are not alone. Here is a breakdown of Romney’s tax plan compared to Obama’s tax plan.
Original Issue Discount (OID) – What it is and How it Works
Original Issue Discount (OID) is when a bond is issued at a price below its par value, meaning the amount you receive back when the bond matures. Generally it is talked about in regards to taxes on zero coupon bonds….
9 Ways to Minimize Taxes on Investments and Beat the IRS at Their Own Game
Here are 9 ways to minimize taxes on your investments and kick your retirement savings into high gear.
3 Reasons This Election is Ultra Important to Bond Investors
The differences in policy between Obama and Romney could have a major impact on the bond market following the election. Here’s why.
Why Obama Could be Better than Romney for Municipal Bonds
What will be the affects on municipal bonds, corporate bonds, and high dividend paying stocks of an Obama Presidency vs. Romney?
The De Minimis Rule and How it Affects Taxes on Bonds
Apply capital gains tax to interest income for tax purposes in certain cases using something which is known as the De Minimis Rule.
What are the Taxes on Bond Mutual Funds?
Like with individual bonds, investments in bond mutual funds are taxed based on the type of bond the fund holds. If a bond fund only invests in US Treasuries for example, then you are taxed on interest income at the…