If you live in a state with a high income tax rate, the extra taxes need to be considered. One of the reasons I chose to in Nevada when returning from South America – besides the beautiful outdoors – is no state income taxes. The area in which I live is booming as Californians run […]
Tax Strategies
Here’s Why Presidential Candidate Joe Biden’s Tax Plan is Good for REITs
If Vice President Joe Biden is elected President, his tax plan to increase federal government revenue by $3.0 trillion relies heavily on higher corporate income tax collections. If the plan goes into effect, the higher corporate taxes could give a lift to the stocks of companies that, by law, do not pay corporate income taxes. […]
Election Investing: How To Profit From a Possible Higher Corporate Income Tax Rate
No matter which side you favor in the upcoming U.S. Presidential election, once the results are finalized, we will live with the outcome for the next four years, at a minimum. For investors, one change to consider is Joe Biden’s plan to increase the corporate income tax rate significantly. A Biden win should provide a […]
Why You Probably Fear Running Out of Money More Than You Fear Death
I’ve had it with the virus panic, riots, looting, property destruction and grandstanding politicians. A poor guy in Minneapolis tried to pass $20 in funny money and ended up dead. His $20 is pale in comparison to the trillions in funny money authorized by Congress and created by the Fed to bail out a corrupt […]
3 Tax-Advantaged Dividend Stocks That Take the Sting Out of Tax Day
It’s Federal income tax filing day. It’s a stressful day for many people. Investors get the added bonus of paying extra taxes on their investment gains, interest and dividend income. Investors and financial advisors can get fixated on reducing taxes, because no one likes to write a check to the IRS. I want to burst […]
What Should Investors Expect In 2019
With our current political climate, the EU punishing Britain for Brexit, tariffs, trade wars, the Fed raising rates, record government deficits and whatever hysteria the media can create – the crystal ball is full of clutter. How should investors approach 2019? We’ve assembled a terrific group of highly regarded experts with excellent track records. Readers […]
Should You Use Stop Losses in This Market?
The market is bouncing up and down like Marqeus Haynes dribbled a basketball. Are stop losses necessary? Investors are edgy. Money and Markets reports – “Alarming Survey: Record Number of Fund Managers More Bearish than 08 Crisis”. “…. Bank of America’s monthly survey…is warning investors to take caution and heed the market’s warning signs. …investors managing about $646 billion […]
Buy These 3 REITs Thanks to the U.S. Supreme Court’s Internet Tax Ruling
In June, the U.S. Supreme Court reversed earlier tax rules to allow states to collect sales from online vendors who do not have a physical presence in a state. Before the ruling, a lot of Internet sales did not include the collection of sales taxes, giving online vendors a price advantage over local brick-and-mortar retailers. […]
Two Stocks to Buy Benefiting from Trump’s Tax Reform Law
With this year’s tax filing deadline date just past, it’s a good as time as any to take a look at a few special situations whose stock prices were hit because of recent changes in tax policies. The first company I want to tell you about is one that has become a real life example […]
3 High-Yield Stocks That Lower Your Taxes
More than a few subscriber questions cross my desk about the return-of-capital (ROC) dividend reports sent out by brokerage firms. The term return-of-capital sounds like something that is not a benefit to you as an investor. The reality is there are nuances to this income classification, and in the right circumstances, ROC income is very […]