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About 798 results for "fidelity tax"

IN BRIEF - Investment fund Fidelity International Limited sold...

The investment fund Fidelity International Limited (FIL), resident in a tax haven (Bermuda) states zeroing of 1.010% participation in the social capital of the company. That portion, equivalent to 346,500 voting rights (of a total of 28,737,718), ... Fish Information & Services, 21 hours ago
Fidelity completes capital yield fund mergers Investment Executive, 1 week ago
Daily Finance

U.S. funds differ on managing tax liability as capital gains surge

Fidelity's Cohen said tax efficiency moves are not always compatible with producing total returns. BOSTON (Reuters) - Warning to mutual fund investors: the tax man is coming. U.S. investors in stock funds will take a big tax hit this year on ...
 Dunya News5 days ago Tax Planning Under Section 80C  CAclubindia2 days ago US mutual fund investors warned of tax man  Times of India3 days ago Capital Gains Taxes Could Creep Up On Fund Investors  Financial Advisor Magazine5 days ago

Tax prep resources available for Vanderbilt employees January 17, 2015

- 3:25 PM Fidelity offers a $20 discount to individuals and families who use Turbo Tax to prepare 2014 taxes. You can save up to $20 on the online and desktop versions, even if you do not currently have a Fidelity account, by ordering through the ...
 Noodls1 week ago

What The Heck Is A W-2? A Beginners' Guide To Filing Taxes In 2015

(iStockphoto) For more tax advice, check out the FORBES 2015 Tax Guide Tax season has officially begun. That means once you have the appropriate paperwork (more on thatlater) you can go online to e-file your tax return. You technically have ...
 Forbes.com23 hours ago

Beware the tax sting when you take your pension cash

The pension freedoms will allow withdrawals from April, but there is a catch If you are planning on taking your pension after April, you could save yourself thousands of pounds by familiarising yourself with some of the pension tax rules to make ...
 Yahoo! UK and Ireland1 day ago How can I get a tax free lump sum of more than 25pc from my pension?  Yahoo! UK and Ireland1 week ago Dispatches research reveals pension truth  Channel 42 weeks ago

Retirement health costs not scary, after all

The potential health-care costs during retirement can seem pretty daunting, but don't despair. According to a Fidelity Investments study, a 65-year-old couple in 2014 would have needed $220,000 to cover health-care costs during the course of their ...
 CNBC6 days ago Factor health costs into retirement  CNBC1 week ago Retirement health, LTC costs not scary after all  CNBC1 week ago
Seeking Alpha

My Roth Conversion Odyssey (Part 2)

Summary Year 2 (2014) was a very rewarding step in the process. "In Kind" Conversions provided tax savings. Year 3 promises more of the same. Year 2 of The Plan In Part 1 of this series, I described my personal decision to convert a Rollover ...
 Seeking Alpha2 days ago How To Convert Your IRA Into A Roth  Forbes.com4 days ago

United Fidelity Bank, fsb, Evansville, IN, Assumes All of the Deposits of Highland Community Bank, Chicago, IL

United Fidelity Bank, fsb, Evansville, Indiana, Assumes All of the Deposits of Highland Community Bank, Chicago, Illinois FOR IMMEDIATE RELEASE January 23, 2015 Media Contact: Greg Hernandez (202) 898-6984 Cell: (202) 340-4922 Email: ...
 FDIC3 days ago

How to avoid paying double tax on employee stock optionsvisit|article-6021347|river-44317-1col-hp-39|1

Anyone who participates in an employee stock option or stock purchase plan at work could overpay their taxes — perhaps by a lot — if they don't understand a reporting requirement that took effect in 2014. Under the requirement, all brokers ...
 San Francisco Chronicle5 days ago Here's a little-known tax break on company stock in 401(k)...visit|article-6005519|river-44317-1col-hp-39|1  San Francisco Chronicle1 week ago
US News & World Report

The New Reality in Donor-Advised Funds

Donor-advised funds first appeared in the 1930s, and were given Congressional blessing in the 1969 Tax Reform Act which allowed for private foundations to pool donations into a common fund. But theyve really taken off in the past two decades, ...
 WealthManagement.com1 day ago Charities Get a Carve-Out in Obama's SOTU Tax Proposals  AdvisorOne3 days ago Obama's SOTU Surprise: A Break for Charity  Forbes.com5 days ago IRS Forbids Using Your IRA to Give to a Donor-Advised Fund  iMarketReports1 week ago
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