A Nice Problem to Have (and Some Partial Solutions)

 Paul Robertson and Tara Thompson Popernik Many taxable US investors will face higher capital gains tax bills for 2014 than for 2013, although market returns are likely to be more modest. The reason isn’t higher tax rates: US tax rates were up in 2013, too. The reason is large capital gains and limited losses.

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To Reduce Your US Tax Bill, Keep Dividends Qualified

Paul Robertson and Tuppence Russo The recently passed American Tax Relief Act (ATRA) raised the top tax rate for qualified dividends, but it scarcely affected the benefit this rate provides to investors. That’s because ATRA also raised the top tax rate on ordinary income—the rate investors have to pay for nonqualified dividends—by nearly as much.

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