For Investors: Education Is Key to Protection

Highlights

Cost Basis and Your Taxes—Brokerage Firms Assist, But Filing and Record Keeping Is In Your Court ©iStockphoto.com/Violka08

Cost Basis and Your Taxes—Brokerage Firms Assist, But Filing and Record Keeping Is In Your Court

Selling an investment typically has tax consequences. To figure out whether you need to report a gain—or can claim a loss—after you sell, you need to know the cost basis for that investment. For stocks or bonds, the cost basis is generally the price you paid to purchase the securities, including purchases made by reinvestment of dividends or capital gains distributions, plus other costs such as the commission or other fees you may have paid to complete the transaction.

Stock Market Got You Down? Tips for a Turbulent Market ©iStockphoto.com/alexmak72427

Stock Market Got You Down? Tips for a Turbulent Market

The stock market is off to a rocky start this year. But focusing on your overall financial picture, combined with sound planning, can pay dividends regardless of market conditions. These 5 steps can help steady your pulse during market downturns and elevate your financial security.

Prepare to Invest

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Set Your Financial Goals

Know what you want to accomplish with your investments before you invest.

Products and Professionals

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Key Investing Concepts

Learn about a range of investment products and the people who sell them.

Protect Your Money

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Avoid Fraud

Learn to spot and avoid investment fraud.

Resolve a Problem

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File a Complaint

Start here if you need help.