Taxes

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  1. Investing a Small Amount

    Commentary

    Thu, 28 May 2015

    allocation. I would like her to be able to follow a fund, receive statements, read reports, learn of other services, pay taxes , etc. without taking on significant risk. This approach would give her the time to take a course, do some reading, develop

  2. How Much Should We Invest In Emerging Markets?

    Headlines

    Thu, 28 May 2015

    high; the same for market-impact costs when big blocks are traded. Moreover, a variety of trading costs such as “stamp taxes ” makes trading extremely expensive Lastly, country weightings drive a great deal of performance differences among strategies

  3. U.S. reaches deals with four more banks under Swiss program

    Headlines

    Thu, 28 May 2015

    WASHINGTON/NEW YORK (Reuters) - Four more Swiss banks have cut deals with the U.S. Department of Justice to avoid possible prosecution for helping Americans evade taxes , the department said on Thursday.

  4. UPDATE 1-U.S. reaches deals with four more banks under Swiss program

    Headlines

    Thu, 28 May 2015

    WASHINGTON/NEW YORK, May 28 (Reuters) - Four more Swiss banks have cut deals with the U.S. Department of Justice to avoid possible prosecution for helping Americans evade taxes , the department said...

  5. US Justice Dept reaches deals with four banks under Swiss program

    Headlines

    Thu, 28 May 2015

    WASHINGTON, May 28 (Reuters) - Four more Swiss banks cut deals with the U.S. Department of Justice to avoid prosecution for helping Americans evade taxes , the DOJ said on Thursday.

  6. Simple math

    Commentary

    Thu, 28 May 2015

    marketwatch.com/newsviewer?link=MW_Nav_NV The article by Brett Arends at MarketWatch suggests that "When" the Fed raises IRs , simple math shows that the value of bonds and stocks will fall dramatically. Does history bear this out? If so, what should

  7. Royal Bank of Canada's 2Q Results Boosted by Strong Capital Markets Segment; Little Sign of Stress

    Commentary

    Thu, 28 May 2015

    restructuring costs and provisions for loan losses. The insurance segment suffered from multiple headwinds, including higher taxes along with higher claims in its life business. Overall, quarterly results were slightly better than our expectations. Nevertheless

  8. Do Tax Benefits Outweigh Higher Costs of 529 College-Savings Plans?

    Headlines

    Thu, 28 May 2015

    open-end funds and 529 investments. Meanwhile, 529 plans offer significant tax benefits, as investors escape capital gains taxes when monies are used to pay for higher-education expenses. Moreover, some states offer additional incentives, often allowing

  9. Fund a Roth IRA for Your Grandchild piece ?

    Commentary

    Wed, 27 May 2015

    does the grandchild treat this gift (receiving) on tax liability? Does the grand child need to file individual tax return ( 1040 )? How does the grand father treat this gift (giving)? Where does this gift shows up in grand father's tax return/schedule

  10. Seeking information and strategies for paying cumulative I bond taxes in advance.

    Commentary

    Wed, 27 May 2015

    surcharge. The answers is now obvious, pay taxes on I-bond interest yearly rather than ..... My understanding is that all accumulated taxes must be paid to continue paying interest ..... please enlighten me on this? Spreading taxes across 4 years may be my preference To

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