Tag: tax return

Plan Ahead Using this Capital Gains Strategy to Lower The Tax Bill

December 17, 2012 | By Steven DiGregorio

While politicians do a sugarplum dance on the edge of the fiscal cliff, it looks more likely that many people will face a 20% federal tax rate on long-term capital gains in 2013. That rate will automatically kick in unless Congress extends the current 15% rate and the President goes along. Don’t bet your holiday […] READ MORE

Investment Moves that Increase Financial Aid

August 7, 2010 | By Steven DiGregorio

Financial aid season for college students doesn’t kick off for another five months, but parents should take a close look at their investments and assets now to help maximize their child’s aid eligibility. The Free Application for Federal Student Aid (FAFSA), which students must fill out in order to apply for federal, state and some […] READ MORE