Tax Shelters – Page 3

Leon Black Is Pressed on Jeffrey Epstein Fees by Senate Committee

The billionaire investor paid Jeffrey Epstein $158 million for tax and estate planning services. Lawmakers want to know if the fees should have been taxed as a gift.

By Matthew Goldstein

Content Type: Service Individual Retirement Accounts Pensions and Retirement Plans Personal Finances Standard & Poor's 500-Stock Index Stocks and Bonds Tax Credits, Deductions and Exemptions Tax Shelters

Why Investing at the Last Moment Can Hurt Your Returns

You can still put money in an I.R.A. for 2022, and that’s better than not investing at all. But an early start would have given you a great advantage, our columnist says.

By Jeff Sommer

Capital Gains Tax Content Type: Service Exchange Traded Funds Mutual Funds Pensions and Retirement Plans Personal Finances Stocks and Bonds Tax Shelters

Your Investment Lost Money Last Year. So Why the Big Tax Bill?

When you invest and where matters for taxes. But a few rules of thumb can stave off some nasty surprises, our columnist says.

By Jeff Sommer