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The AAII Journal

June 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note To describe taxes as complicated is an understatement. Even with brokerage firms reporting the cost basis for stocks purchased after January 1, 2011, tracking your potential capital gains tax liability still requires a bit of effort and bookkeeping. Stock splits, mergers, and spin-offs add an additional layer of complexity.

 

Features »

The Tax Consequences of Stock Splits, Mergers and Spin-Offs

thumbnail for The Tax Consequences of Stock Splits, Mergers and Spin-Offs Tracking cost basis becomes complicated when splits, mergers or spin-offs occur. Merck provided a real-life example of how to do it.

 

Retired Investor »

Making Effective Use of IRAs as Part of an Estate Plan

Bequesting your IRA to charity, naming grandchildren as beneficiaries of your Roth IRA or having a heir disclaim an IRA inheritance can lower your estate’s tax exposure.

 

Mutual Funds »

Qualitative Guidelines for Mutual Fund Selection

thumbnail for Qualitative Guidelines for Mutual Fund Selection Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process.

 

Mutual Funds »

Achieving Greater Long-Term Wealth Through Index Funds

thumbnail for Achieving Greater Long-Term Wealth Through Index Funds Index investors, in aggregate, are likely to realize higher returns because of lower costs and the effect of reversion to the mean on active strategies.

 

Trading Strategies »

Assembling a Covered Call Portfolio on Dividend-Paying Stocks

Dividend-paying stocks are attractive option writing candidates since the goal of a covered call portfolio is to generate income.

 

Trading Strategies »

Analyzing the AAII Sentiment Survey Without Hindsight

Based on the values that existed at past periods of time, above-market returns occurred after unusually high levels of neutral and low levels of bullish sentiment.

 

Stock Strategies »

How I Analyze Net-Nets: Stocks Trading at Deep Discounts

Stocks hitting 52-week lows of companies with strong balance sheets and past profitability can offer big upside returns.

 

Financial Statements »

Valuation Ratios: The PEG Ratio

thumbnail for Valuation Ratios: The PEG Ratio The PEG ratio factors in a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.

 

Member News »

Member News 2014

thumbnail for Member News 2014 Our annual update on AAII programs and services

 
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