Comments on: Tax-Managing Your Portfolio: 5 Steps to Cut Your Taxes, Plus 4 Tax-Break Options

By: Link Roundup « What Would John Templeton Say?

Link Roundup « What Would John Templeton Say? — Tue, 01 Dec 2009 21:41:12 +0000

[...] U. “Tax-Managing Your Portfolio: 5 Steps to Cut Your Taxes, Plus 4 Tax-Break Options“: urges investors to focus, as Sir John did, on maximum total return after [...]

By: John Patrick

John Patrick — Mon, 16 Nov 2009 00:45:26 +0000

Great tax saving tips….I was wondering about investing in a gas and oil well venture partnership and heard that this can be a great tax deduction…any thoughts on this?

By: Sean Ryan

Sean Ryan — Fri, 13 Nov 2009 15:42:17 +0000

Consider the use of MLP that have significant cash distributions and report losses for income tax purposes. An example is KMP with a distribution rate of about 7-8%, yet the K-1 shows losses for tax purposes. The losses are suspended until you dispose of the stock, but while you hold the stock you are receiving about 7% tax free income. When you sell the stock the suspended losses reduces your gain or increases your loss. I would use this strategy in taxable accounts only.

By: Cornelia Fowler

Cornelia Fowler — Wed, 11 Nov 2009 18:34:36 +0000

Thanks again for insightful and useful information. Even those of us who think we already know the best way to maximize what we keep can learn something new or get a new view of what works best in today’s climate.

By: max lodan

max lodan — Tue, 10 Nov 2009 20:44:15 +0000

excellent