If you’re thinking about selling your home, it’s important to determine whether you qualify for the home sale gain exclusion. The exclusion is one of the most generous tax breaks in the tax code, so review its requirements before you sell. Home Sale Gain Exclusion Requirements When you sell real estate or other capital assets
Tag: capital gains
Rolling over Capital Gains into a Qualified Opportunity Fund
One way to soften the blow of a capital gains tax bill is to “roll over” the gain into a qualified opportunity fund (QOF).
Taxable vs. Tax-Advantaged: Where to Hold Investments
When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, but it may make more sense to hold other investments in taxable accounts.