Tagged Questions
3
votes
1answer
53 views
Selling stocks - capital gains
Say I have 500 shares in company XYZ. 250 were purchased on 5/1/2012 and 250 were purchased on 9/1/2012. Is it possible to sell only the stocks that were held for 1 year (5/1/2012)? Avoiding the ...
3
votes
1answer
50 views
What is the process through which a cash stock transaction clears?
When selling stocks through a "cash" account through a brokerage, it takes about 3-4 days for the amount to clear and be available for reinvestment.
I'm assuming the is a process through which the ...
9
votes
1answer
106 views
Is there an application or website where I can practice trading US stocks with virtual money?
For somebody that doesn't know much about the stock market and this type of investing, I was looking to see if anybody knew about an application/website where you can use "virtual" money (in other ...
3
votes
1answer
91 views
Why might it be a bad idea to invest 100% of your 401(k) into a stock index fund?
Background: I'm a young 20-something, I won't be retiring for 40+ years, and the expense ratios for the funds offered in my company's 401(k) plan mostly suck.
I understand that one of the reasons an ...
1
vote
2answers
112 views
Do I have to pay a capital gains tax if I rebuy the same stock within 30 days?
My question is similar to this question except that I would be buying the same stock within the wash-rule period. If I sell a stock at a profit, and then use that money to re-purchase the same stock ...
4
votes
1answer
31 views
Who pays the tax on sale of stock when jointly owned?
Mother buys stock with her money sets up joint ownership with her daughter.
Mother sells stock and gets 1099-B in her name showing full proceeds of sale.
Is the full income the mothers (on tax ...
2
votes
1answer
48 views
How to buy stock on the Toronto Stock Exchange?
I have an Ameritrade account and thought I was purchasing a stock that trades on the TSE. However, I was only able to buy a pink sheets stock. I'm not sure of the difference. Would it be possible ...
5
votes
3answers
249 views
How to make a small investment in the stock market? What is the minimum investment required?
I am not rich, so I am talking one to two hundred U.S. dollars per month only. I would like to know whether I can buy stock using that little amount of money, and how to do that if possible?
As an ...
3
votes
4answers
159 views
Where can I find all public companies' information?
Warren Buffett mentions that in his early days he used Moody's Manual, which centralized all public companies's information into a manual, to go through all companies and find interesting ones to ...
1
vote
1answer
79 views
If a company goes private, does it still count as a capital gain/loss?
This is related to "What happens to public shareholders when a public stock goes private?" I am pretty sure the answer is yes, but:
If you own stock in a public company which is bought out, does it ...
0
votes
0answers
37 views
Buying stocks in KRX from the US?
Are there brokers in the US offering International Brokerage accounts with support for KRX exchange in South Korea?
Also, are the any Korean brokers that allow international persons to open a Home ...
6
votes
1answer
55 views
Gains/loss calculation for staggered buys & sells?
I am completely new to this, so understand that I realize that I still have a lot to learn before I invest any significant sum of cash. I've bought a few shares of stock (let's call it ABC) through ...
4
votes
1answer
83 views
Selling before “Fiscal Cliff” potential change to capital gains tax?
I am going to sell some of my stock for a personal expense. I've owned the stocks for maybe 2 years.
Is it a good idea to do so before Jan 1 to avoid getting hit with an increase in capital gains ...
5
votes
3answers
186 views
How can I verify that a broker I found online is legitimate?
Are online stock trading sites like Scottrade and ShareBuilder safe?
Or, are they scam sites?
1
vote
2answers
145 views
I want to invest in a U.S.-based company with unquoted stocks, but I am a foreigner. How to do this?
Other investors and I might invest in a U.S.-based company (in Texas) that needs funding to build the tools they took 20 years to develop. The thing is, if they get funding and can build the real ...
3
votes
1answer
120 views
What happens to class action awards for a stock in an IRA?
One of the individual stocks I own in an IRA account recently lost a bunch of value, allegedly due to misconduct on its officers' part, and is now the defendant in a bunch of class action lawsuits on ...
1
vote
0answers
70 views
Exercising stock options in a private company when the strike price is higher than current FMV
An employee leaving our Private Subsidiary wants to exercise his stock options, despite his strike price being higher than the current valuation ($1.00 vs $0.84).
Was wonderering what the tax ...
2
votes
1answer
95 views
How converted stock is taxed due to an acquisition
Private company A was bough by a public company B. All unvested A's common stock (result of early exercise) will be rolled into B's restricted stock (with the same vest schedule).
Is this taxable ...
3
votes
2answers
115 views
How are gains in an IRA taxed vs a Roth IRA?
If I have $10k in an IRA, trade stocks with it until my retirement it accumulates (with no additional contributions) to $100k and withdraw it, how are the $90k gains taxed? How does this differ from a ...
2
votes
3answers
111 views
Are IRAs condusive to short term trading?
Since IRAs are only taxed when you take the money out when you retire, are the normal tax implications of short term trading non-existent? Thereby making it extra beneficial to do your short term ...
0
votes
1answer
91 views
83(b) and long term capital gain
I have been in company A for ~10 months and I have been granted X amount of ISOs (Incentive Stock Options). Though, none of those ISOs have vested yet.
Now company B just bought company A (deal is ...
1
vote
3answers
145 views
How to protect a Stock you still want to own from a downturn?
I have a few stocks on my portfolio that I still like and I still believe I should own. They still meet all my buy signals, so I will still buy them today.
However, the stock market is not doing ...
7
votes
1answer
66 views
Is the ESPP discount profit?
My employer offers an ESPP program through which we can buy stocks with some discount. Assume the discount is D and the market price in the day when the stock is purchased is P. The stock is purchased ...
4
votes
1answer
108 views
Borrowed shares how are they tracked?
When a short position is opened in the stock market how does the brokerage know whether the trader has actually borrowed the shares or not?
5
votes
1answer
137 views
Should an ADR that is being delisted be sold off?
Recently I received notice that an ADR from a stable company (i.e. NZT) is going to be delisted from the NYSE to save on the administrative costs. The company itself is solid and regularly distributes ...
3
votes
4answers
152 views
Why does capital gains tax apply to long term stock holdings?
Why does the capital gains tax rate get applied to long term (> 1 year) stock holdings? This lower tax rate acts as an incentive for people to invest in the market for a period of time longer than 1 ...
-4
votes
1answer
125 views
Free online U.S. tax filing service that supports stock trade capital gain/loss data import?
Is anyone aware of any services (websites or programs) that allow completely free electronic filing for US form 1040 Tax returns for 2011, that include imports of many 1099-B / Capital Gains & ...
3
votes
1answer
231 views
Are Investment Research websites worth their premiums?
There are websites that claim to own formulas that outperform the market. Examples of these websites are - Zacks Investment Research or Investors Business Daily. Each keep a list of equities that they ...
1
vote
3answers
167 views
Filing taxes on stocks
In 2007, my father (now deceased), unbeknownst to me, was trading stocks in a custodial account under my name. He actually ended up losing money on the trades, but he never filed taxes for them. ...
3
votes
1answer
138 views
What is the difference between shares and ETF?
For example I see that this:
https://personal.vanguard.com/us/funds/snapshot?FundId=0770&FundIntExt=INT
is "Also available as a lower-cost Admiral™ Shares mutual fund and an ETF."
What is the ...
0
votes
1answer
157 views
Restricted Stock Grants - How to prepare tax return when you sell to cover taxes
Whenever a stock grant through my employer vests, I always opt to sell to cover my tax obligation. So, for example, if 500 shares vest, I leave with 250 shares and the other 250 are sold to cover my ...
2
votes
0answers
66 views
Which USA Brokerage Firms can I transfer my India stocks to?
I would like to know which US brokerage firms I can transfer my India stocks to, after finding out my current brokerage (TD Ameritratde) requires doing so...
6
votes
5answers
212 views
Buy index mutual fund or build my own?
I would like to either buy stocks in a fund that tries to follow the Dow Jones Industrial Average index or buy stocks for each component of DJIA and build my own portfolio. Which approach do you think ...
14
votes
4answers
531 views
How do I invest and buy/sell stocks? What does “use a broker” mean?
This is an embarrassingly basic question. I'm a college student and know very, very little about the world of investing and purchasing stocks. I realize that some Googling could find me the answer ...
1
vote
2answers
96 views
What are the fundamental levels that makes a Stock Ideal? (either to sell or buy)
During the analysis of a stock, you analyze a few technical, fundamentals as well as environmental points. For example the PE, or Volume, etc. for technical points and News and rumors for ...
1
vote
1answer
173 views
What is the average cost of a portfolio on a trading site?
I will like to know the average cost of trading services for a portfolio of my size. Currently I am using Folio Financial and they have provided great service. However every year I end up paying ...
1
vote
1answer
44 views
Resources for historical performance BEYOND 10 years?
I have looked around MorningStar and Yahoo, but I cannot find an online resource that provides historical stick and mutual fund performance beyond 10 years. Does anyone have a link or suggestion for ...
4
votes
1answer
125 views
What are my options for dealing with stock from a bankrupt company?
I hold some shares of a company in a discount broker account that has recently declared bankruptcy to allow for reorganization and is trading on the Pink Sheets, what are my options for dealing ...
3
votes
1answer
235 views
If I put dividend-paying stocks in my IRA, where does the dividend go when paid?
I have a rollover IRA from an old job's 401k. I have had it sitting uninvested (where it's outperforming my new job's 401k) and I want to start investing it on my own.
If I put a stock that pays a ...
0
votes
1answer
58 views
Can you recommend a trading service or a place that ranks them?
I'm looking for a trading service(s) -- a service that recommends stocks and ETFs for shorter term trades, from "day trades" to several month trades -- that has a good track record, and ideally even ...
2
votes
4answers
671 views
Do I have to pay a capital gains tax if I rebuy different stocks?
If I sell stocks and bonds and have a capital gain, and rebuy different stocks within a certain time frame, will I still be paying the capital gains tax from the original sale? ( just want to change ...
3
votes
5answers
575 views
ESPP advantages and disadvantages
My US employer offers stocks for employees with a certain discount up to a max limit per year. What are the advantages and disadvantages of buying these stocks?
Later edit:
The employer is ...
7
votes
3answers
543 views
How do day-traders or frequent traders handle their taxes?
I have been making significantly more frequent trades from my brokerage account, and it just occurred to me that this would create a lot of work during tax time. Usually, one has to enter each stock ...
3
votes
1answer
146 views
Is it possible to transfer stock I already own into my Roth IRA without having to sell the stock?
My cash is already in the stock. Can I just transfer the stock to my Roth IRA?
3
votes
1answer
149 views
Wash sale rule + Mutual Funds/ETFs?
According to IRS rules, you can't sell a security, take a capital loss on your taxes, and then buy back the same or a "substantially identical" security within 30 days. However, "substantially ...
1
vote
3answers
2k views
How can I trade in U.S stock exchange living in India by choosing the broker in U.S?
I would appreciate if you kindly suggest an answer for this question.Anything incomplete in this question should be assumed.
And also please suggest which is the best brokerage firm/broker for this ...
4
votes
2answers
64 views
Buying non-qualified employee stock options that are going to expire?
I have NQ stock options from my employer that have to be exercised in the next few months before they expire. I would like to hang on to them as I have faith in the stock itself. What are my options? ...
3
votes
3answers
59 views
Investing in stocks with gross income (not yet taxed) cash from contract work?
I do side work, every year I usually have somewhere between $10,000 and $25,000 in cash. Every year I do my taxes I mark this as additional income and pay taxes on it.
This year I'm going to have an ...
4
votes
3answers
115 views
How does a 2 year treasury note work?
The current prices of a 2yr seem to be near the 52wk low... is that good? Let's say I had $1,000 to spend and I put it all in 2yr treasury notes. Could I sell them in a year like stocks (if the price ...
4
votes
3answers
242 views
How could USA defaulting on its public debt influence the stock/bond market?
Ok, let's face it... US public debt is high and people are starting to wonder if the country might default on its debts. How would this hit United States' stock market, its bonds, or its currency? ...
