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Distributions

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

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.

WBZ NewsRadio 1030–02/15/2013

(Photo by Justin Sullivan/Getty Images)

Getting Started On Your Taxes

The tax stuff has begun to arrive and for most of us it’s stacked on the kitchen counter.

WBZ NewsRadio 1030–02/11/2013

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

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.

WBZ NewsRadio 1030–02/01/2013

Money Matters – Taxing Times: Taxes On Your Investments

WBZ’s Dee Lee talks capital gains, losses, and dividends.

WBZ NewsRadio 1030–02/17/2011

Tax Form

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.

WBZ NewsRadio 1030–02/15/2011

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