Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your … [Read more...]
Windward Tax Bulletin: Taxation of Investments
Windward Passages: Charitable Gifting
What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time or personal services do not count. There are several different types of property that can be donated … [Read more...]
Windward Passages: Understanding Risk
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under … [Read more...]
Windward Tax Bulletin: Converting IRAs to Roth IRAs
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 Roth IRA Conversions With the lure of tax-free distributions, Roth IRAs are popular retirement savings vehicles. One way to fund a Roth IRA is to convert some or all of your IRA or retirement plan money to a Roth … [Read more...]
Windward Passages: Understanding Indexes
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019 What is an index? An index is a group of securities reflecting a securities market or a particular segment of a securities market. It is used to measure and report the fluctuations of the market or market corner it … [Read more...]