Don’t Get Soaked by a Wash Sale

If you’re planning to adjust your investment portfolio by selling some losing stocks at year-end, take a minute to review the wash sale rules. Read more

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IRS Issues Tips for Individuals Selling Their Home

In a “2013 Summertime Tax Tip,” the IRS reminded taxpayers about the current rules on home sales. Here’s a quick review of those rules. Read more

Know the Tax Consequences of Borrowing From Your 401(k) Plan

When you borrow from your 401(k), you become both a borrower and a lender. Whether that’s a good idea depends on your personal financial situation – and in the process of making the decision about lending money to yourself, you may have questions regarding the tax consequences. Read more