My apologies, I couldn’t resist the alliteration Reinvested dividends Keep up with the dividends reinvested in your stock or mutual fund holdings. Reinvested dividends increase your “tax basis” in your investment. If you have mutual fund dividends automatically reinvested into your account, the dollar amount of the dividends increases your “tax basis” in the fund. […]

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The free-market economist Milton Friedman popularized the phrase “there is no such thing as a free lunch”, but he didn’t know taxes! Here are some tax-free income ideas for you to ponder: Investments Qualified Dividends and Long-term Capital Gains – There is no income tax on capital gains and qualified dividends for taxpayers in the […]

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