Know the differences to get the most from your investment portfolio Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's ...

A capital gains tax applies on the sale of an asset. Long-term gains are usually taxed at 0%, 15%, or 20%, depending on your income, while short-term gains are taxed at your regular income tax rate.

Tax-loss harvesting is a strategy to reduce capital gains taxes. Done right, tax-loss harvesting has short- and long-term wealth benefits. Read on to find out what this strategy entails and how it ...

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The strategic use of certain ETFs can help investors turn unrealized stock-picking losses into tangible tax savings.

The tax treatment of stock sales depends on several factors: how long you held the shares, your income level, the type of account the stock is held in and whether you are selling at a gain or a loss.

Selling a stock at a loss is something most investors try to avoid. But when a position is not working, selling at the right time can actually help your finances. The tax rules around capital losses ...

Taxes can take a huge chunk of your clients' investment returns. To help them keep more of what they earn, you need a clear process for using tax-loss harvesting in client portfolios. But there's more ...