Library

Take a look at our extensive collection of articles and content designed to help you understand
the different concepts within trading, investing, retirement planning, and more.

Taxes

Understanding and managing taxes is a key investing skill. Learn important tax-related concepts and how taxes apply to different investments.

Taxes are a fact of life. With that in mind, here are several things you might consider as you prepare for tax season—from year-end retirement planning to reviewing your portfolio and updating your investment goals.

Every investor needs a solid understanding of cost basis and how it's calculated. Let's take a look at this important investing concept.

Did you know that you can use an investment loss to help you improve your tax situation? It’s true. Through a strategy called tax-loss harvesting, you may be able to use your loss to your advantage.

Let's look at what a wash sale is, how brokers such as E*TRADE track and report them to you, and what potential pitfalls you should keep in mind.

While taxes are unavoidable, you have choices when it comes to satisfying your tax obligation. Some of these choices can include paying in cash, liquidating investments, taking out a loan, or even using your credit card.

This article explores what the Alternative Minimum Tax (AMT) is and what you may need to know about the tax and your exposure to it. Read the article to learn more.

All investors should have some understanding of how capital gains work. Read on to learn more.

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