I’m 64 now, and I’ll turn 65 and go on Medicare in 2026. I had big capital gains in 2024, and I know I’m going to end up ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions from readers about end-of-year tax planning, capital-loss ...

In 2004, I was forced to exercise stock options within a few months of changing employers. The tax withholding on proceeds was around 46%. Will I be completing a Sch. D "Capital Gains" form with my ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

For investors, business owners and high-net-worth individuals, capital gains tax can be one of the most significant barriers to wealth preservation. Every time you sell a highly appreciated ...