Americans Now Have Much More Money in IRAs than 401(k)s. Why That Leaves Workers More Vulnerable. – Center for Retirement ResearchFebruary 14, 2026
TAX PLANNING What is Cost Basis? FAQs and ExamplesBy Editorial teamJanuary 1, 20260 If you plan on selling investments this tax year or in the future, it’s time to get acquainted with cost…
TAX PLANNING Do I Need to Adjust ESPP Cost Basis from Form 1099-B?By Editorial teamOctober 4, 20250 At a glance: Stock options and ESPP plans generate income in two categories: ordinary income and capital gains or losses.…
RETIREMENT How to handle a stock with a huge capital gainBy Editorial teamJuly 22, 20250 Here are five things you should think about when a capital gain could be significant, and some solutions investors can…
RETIREMENT The smart seller’s secret to reducing capital gains tax in CanadaBy Editorial teamJuly 22, 20250 As a professional appraiser, I’ve seen firsthand how accurate, certified valuations can help Canadians save thousands legally and confidently. Here,…
