Distributions
The Taxes On Your Investments
Investments that you hold for less than a year and then sell are considered short term investments and are taxed as ordinary income.
Getting Started On Your Taxes
The tax stuff has begun to arrive and for most of us it’s stacked on the kitchen counter.
Age 70½: The Magic Number For Mandatory Withdrawals
Congress and the IRS decided that you could not leave your pre-tax retirement savings growing forever tax-deferred, so they chose 70½ for you to begin your mandatory withdrawals.
Money Matters – Taxing Times: Taxes On Your Investments
WBZ’s Dee Lee talks capital gains, losses, and dividends.
Money Matters – Taxing Times: Should You Itemize?
Close to 48 million taxpayers take the time to fill out all those formidable long 1040s and use their deductions, over $1 trillion in deductions.
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