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Browsing Tag

capital gains

15 posts
PPersonal finance
Reddit user says mother received ₹50L cash from inherited property sale; experts explain ITR rules, possible penalties
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Reddit user says mother received ₹50L cash from inherited property sale; experts explain ITR rules, possible penalties

  • July 30, 2026
A Reddit user recently claimed that their mother inherited a property from her own mother and later sold…
PPersonal finance
The Case for Holding QQQM in a Roth IRA
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The Case for Holding QQQM in a Roth IRA

  • June 26, 2026
Quick Read QQQM’s 103% five-year gain creates a significant capital gains bill at sale in taxable accounts, which…
PPersonal finance
The Case for Holding VOO in Your Roth IRA
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The Case for Holding VOO in Your Roth IRA

  • June 22, 2026
Quick Read VOO’s 0.03% expense ratio and 1.2% yield save a $500,000 Roth investor roughly $900 annually in…
PPersonal finance
Downsizing No Longer Pays Off for Some Retirees—So They’re Upsizing To Give Their Kids an Early Inheritance
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Downsizing No Longer Pays Off for Some Retirees—So They’re Upsizing To Give Their Kids an Early Inheritance

  • June 16, 2026
For decades, downsizing was both a practical and financial rite of passage for retirees and empty nesters. Sell…
EEconomy
Bank of America economists warn Australia’s house prices will continue to fall as ‘correction’ talk amplifies
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Bank of America economists warn Australia’s house prices will continue to fall as ‘correction’ talk amplifies

  • June 9, 2026
Australia’s housing market has become so overheated that it is now attracting the attention of some of the…
PPersonal finance
The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)
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The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

  • May 16, 2026
Quick Read Apple (AAPL) executive avoids $38,000-$78,000 tax bill using NUA: 15% capital gains on $420,000 appreciation instead…
EEconomy
VIDEO: House prices forecast to fall following property tax changes - Australian Broadcasting Corporation
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VIDEO: House prices forecast to fall following property tax changes – Australian Broadcasting Corporation

  • May 13, 2026
VIDEO: House prices forecast to fall following property tax changes  Australian Broadcasting CorporationWhy the auction market just weakened to…
PPersonal finance
Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)
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Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

  • May 3, 2026
If you’ve spent thirty years funneling money into a 401(k) and feeling good about the tax deduction, here’s…
PPersonal finance
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Income tax changes FY27 smart money moves April financial planning tips

  • April 3, 2026
Fast-forward a few months, and March often turns into a scramble—last-minute tax-saving, hurried investment decisions, and a feeling…
PPersonal finance
Retiring Early With Index Funds. What the Math Says After Taxes
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Retiring Early With Index Funds. What the Math Says After Taxes

  • January 21, 2026
Dmitry Demidovich / Shutterstock.com · Dmitry Demidovich / Shutterstock.com Index funds have basically become the default recommendation for…
PPersonal finance
notable personal finance changes for 2025
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notable personal finance changes for 2025

  • December 11, 2025
TORONTO — There’s been a lot to keep up with this year, so it’s easy to have missed…
PPersonal finance
Here are 4 financial moves you must make before 2026 to maximize your wealth-growing opportunities
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Here are 4 financial moves you must make before 2026 to maximize your wealth-growing opportunities

  • December 8, 2025
With the end of the year nearing, Canadians are now full steam ahead into the holiday season. But…
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