Are mutual funds or exchange traded funds (ETFs) more tax-efficient? ... read on

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When my elderly mother passes away, how will the beneficiaries need to account for the inherited Roth IRA? Will .... ... read on

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I purchased preferred trust stock a few years ago and I'm having difficulty understanding how to track my basis in .... ... read on

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I purchased an ETF that happens to issue a K-1. Box 8 of my K-1 (short-term capital gain/loss) is showing .... ... read on

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I have an investment portfolio of mutual funds with a bank using a financial adviser. I pay the financial .... ... read on

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Last summer, I invested $5,000 to be a member of an LLC. A month later, I saw that the business .... ... read on

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We had bonds in a company that went bankrupt. As partial payment we received common stock. Can we take a .... ... read on

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How do I report income from an investment club? Is it similar to a mutual fund? ... read on

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I have a client with New York State tax free municipal bonds. They just moved to Maine. The bonds .... ... read on

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Next January (2014), I will receive a large deferred income distribution from a SERP, top hat plan. Are there any .... ... read on

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