Stocks & Bonds

Children Who Own US Savings Bonds

The best thing about some of the available US saving bonds is that they are tax-deferred investments. Waiting the longest before cashing the bonds out may be a good option for an adult, but what about a child who owns these bonds? Find the answers here.

Featured Articles

Benefits of Tax-Free Municipal bonds

Municipal bonds should be like roses to a garden for the rich folk. However, they are not the only ones who can benefit from municipal bonds. Find out the advantages of investing in municipal bonds...more

Tax Tips for Bonds

Paying taxes on taxable bonds can be a little tricky for many people. There is a little known strategy when it comes to savings taxes related to bonds that the IRS does not actively inform people about. Find out what it is!...more

Not Paying Too Much in Taxes on Stock Trades

For someone who actively trades stocks, record keeping is essential. It could mean the difference between making money or losing a whole lot of it when it comes time to reporting their taxes. Check out what the IRS is most interested in....more

Tax Credit on Foreign Taxes on Overseas Investments

Depending on the amount of money your client spent on overseas investments, they may or may not have to include Form 1116 with their tax return. Find out more!

Foreigners Buying US Stocks

Foreigners interested in buying U.S. stocks in companies don?t pay any tax on the purchase, but they cannot deduct losses on that sale either. Find out more!

Save Taxes While Trading

Being classified as a trader by the IRS's definition as opposed to an investor can save your client a lot of money come tax time. But what exactly distinguishes a trader from an investor?