If you started contributing to a 529 plan some time in 2007, the chances are that the plan is in the RED (with capital losses) due to the recent stock market conditions.
A thought came to my mind — since unqualified distributions from the 529 plan are taxable, is it possible to tax harvest from the […]
Last year, I invested in a few ETFs using Sogoinvest and these ETFs had some income dividends distributions.
After I received the 1099DIV form from Sogoinvest, I noticed that all the dividends are classified as ordinary dividends, none of them are classified as qualified dividends. Also, for my VWO (Vanguard Emerging Market ETF) holding, the foreign […]
The Bogleheads forum, formerly known as the Vanguard Diehards forum, has, in a very short time, accumulated a very good collection of investing articles in the reference library. This is attributed to the hard work of ‘librarians’ Barry Barnitz (who blogs on The Financial Page and Asset Allocation) and ‘gbs’, as well as many other […]
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