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Educated Investor: Focus on Taxes as Delayed Filing Deadline Approaches

by AAII Staff | July 14, 2020


This week’s Educated Investor discusses the positive effect of inflation stability on investors and offers you a simple worksheet for defining your investing goals. Our archive articles focus on taxes, with an update to our annual tax guide, a look at how allocation can minimize taxes and an explanation of the wash-sale rules. Finally, see what our upcoming Wednesday Webinar is all about and register to watch.

Reminder: Federal taxes are due this week (state tax deadlines vary).
The date for filing and paying 2019 federal tax returns was pushed to Wednesday, July 15, due to the coronavirus pandemic. The July 15 deadline also applies to first- and second-quarter 2020 federal estimated tax payments. 

 

This Week’s Highlight

This week's highlight image

The Impact of Price Stability on Equity Market Valuation

by Stephen E. Wilcox

 

With the Fed targeting an inflation rate of 2%, equity market valuation ratios such as the CAPE ratio may be expected to be higher than what they have been in the distant past. Inflation targeting supports the Fed’s mandate of price stability and is a positive for equity investors.


Members-Only Feature Article

   
 

FEATURE ARTICLE · AAII Members Only

Defining Your Investing Goals

by Charles Rotblut

 

The first step to creating a comprehensive investing plan is to define your goals and cash flow needs. We’ve created a simple worksheet to help you organize your thoughts.
 

Hand-Selected for You

   
 

Tax Guide Update: Staying Current on the New Rules

by Charles Rotblut

 

Due to the coronavirus pandemic, a number of changes to tax rules have been made.
 
   
 

Minimizing Taxes With Asset Allocation

by Stephen E. Wilcox

 

Strategically taking into consideration both tax laws and the tax-efficiency of an investment will maximize aftertax returns.
 
   
 

Keeping Transactions Clean From the Wash-Sale Rules

by Kevin Trout

 

Stocks are not the only security covered by the wash-sale rule; prudence is also required with bonds, preferred stocks, mutual funds and ETFs.
 

Upcoming Digital Event

   
Upcoming Digital Event image  

Investing Like a Stock Superstar: Value Investing With a Twist​

presented by Wayne A. Thorp

 

Join AAII’s Wayne Thorp on Wednesday, July 15, as he discusses the methodology behind one of the market’s greatest investors.
 

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