A client who’s held a mutual fund for a long time can have significant capital gains, so liquidating all at once wouldn’t be ...

Among the benefits that investors can hope to realize by utilizing ETFs within their portfolios, tax efficiency is one most ...

Nobody likes learning about unexpected tax liabilities at the last minute, but paying with cash isn’t your only option.

– If you sell stocks or equity mutual funds after holding them for more than 1 year, any profit is called long-term capital gain. – Tax Rate: 12.5% on profits above ₹1.25 lakh in a financial year (the ...

Bitcoin investment company Strategy, formerly MicroStrategy, reported its fourth consecutive quarterly loss in an attempt to ...

Leveraged direct index tax loss harvesting aims to transition appreciated assets without capital gains but often results in high fees, complexity, ...

Money Makeover: our reader is concerned his personal sacrifices aren’t enough to shield his wealth ...

Selling your home to downsize can make your retirement more financially stable, but if you have a profit on the sale you ...

Frozen tax thresholds and diminishing allowances are pushing more people into higher tax brackets. For example, the ...

released its “Massif Capital Real Assets Strategy” fourth quarter 2024 investor letter. The strategy returned 0.04% net of fees, with gross of fee gains from the long book of 0.18% and short ...

In 2018, Tiger Global and related entities sold a 77% stake in Flipkart Singapore to Walmart for about $16 billion, resulting in capital gains. The AAR had in 2020 rejected the company's application ...