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☆ Sell Your Loser Stocks—and Other Year-End Tax Moves to Consider
  + stars: | 2023-10-26 | by ( Tom Herman | ) www.wsj.com   time to read: 1 min
Creating capital losses by selling losing stocks in a taxable account can provide valuable tax benefits. Illustration: Chris GashEven for many well-informed taxpayers, the most popular year-end strategy usually is the same every year: procrastination. This approach can be hazardous to your wealth. So as the year draws to a close, there are some moves investors should consider making now to ease their tax hit for 2023.
Persons: Chris Gash
☆ Personal Finance - The Latest News, Guides and Analysis on Retirement, Mortgages, Credit Cards, Taxes and Debt to Help You Better Manage Your Money
  + stars: | 2023-08-17 | by ( Tom Herman | Amitabh Chandra | Victoria Eardley | ) www.wsj.com   time to read: 1 min
Recommendations from Buy Side from WSJThe Buy Side editorial team is independent from The Wall Street Journal newsroom. The Best Savings Account Rates This Month Looking for a place to stash a little extra cash? Here are the accounts that pay the most. The Best CD Rates Right Now If you don’t need ready access to your money, certificates of deposits offer better yields than traditional savings accounts.
Organizations: The Wall Street Journal
☆ So, You Want to Be a Tax Whistleblower
  + stars: | 2023-08-16 | by ( Tom Herman | ) www.wsj.com   time to read: 1 min
Journal Reports: Wealth ManagementA Millennial Couple Is About to Have Their First Child. Should Their Financial Plan Change? By Demetria GallegosA financial adviser weighs in on what their priorities should now be.
Persons: Demetria Gallegos Organizations: Wealth
☆ Filing an Amended 2022 Tax Return? Here’s What to Know
  + stars: | 2023-05-19 | by ( Tom Herman | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/amended-2022-tax-return-what-to-know-f99c410d
☆ Don’t Forget These Tax Changes as You Prepare Your 2022 Returns
  + stars: | 2023-02-16 | by ( Tom Herman | ) www.wsj.com   time to read: 1 min
Some of the changes that affect returns for the 2022 tax year could lead to smaller refunds for many filers. Tax Day is about two months away, and there are some changes taxpayers need to be aware of—ranging from this year’s filing deadline to tax breaks that have expired or shrunk. As a result of numerous changes, many people may be surprised by getting smaller refunds for 2022. Others who had been expecting a refund may discover that they owe money for last year, depending on their individual situations and what they did with their withholdings.
☆ Journal Reports: Wealth Management
  + stars: | 2022-09-08 | by ( Lisa Ward | Tom Herman | Demetria Gallegos | ) www.wsj.com   time to read: 1 min
It may not seem like much of a problem to come into a lot of money. But it requires a plan to make sure it lasts—and makes you happy.
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