After-tax basis is used to compare the net after-tax returns on taxable and tax-exempt bonds to gauge which had a higher yield. Skip to content. News Markets Companies Earnings ...

After you first compute your net worth, try to figure out the after-tax value of each asset, said Scott Mather, a certified financial planner with American Express Financial Advisors.

Cost basis is the original value or purchase price of an asset or investment for tax purposes. It is used when calculating capital gains or losses. Learn more.

Mutual fund investors will get more information about the tax bite on their portfolios and their after-tax returns under rules adopted Friday by the Securities and Exchange Commission.

Credit for these after-tax plan funds must be entered and added to the cumulative IRA basis on Form 8606. Advisers should alert the clients’ tax preparers, who otherwise would have no way of ...

Since you don't have to file the Form 8606 in years you don't make a non-deductible IRA contribution, you can't find your after-tax basis. After all, most of us don't keep tax returns for 20+ years.

In M&A transactions, buyers and sellers negotiate the terms of an indemnification clause, including whether damages should be calculated on an after-tax basis, taking into account any tax benefit ...

After-Tax 401(k) vs. Roth 401(k) Only about 21% of companies offer the after-tax contribution option.Like a Roth 401(k), an after-tax 401(k) contribution is just that — made after taxes are paid ...

It’s a whole other question whether the 18% tip that many restaurants require for large parties is charged on a pre- or post-tax basis. So it’s up to you. If you want pretax tip suggestions ...

Since 2011, the use of after-tax indemnity limitations has steadily decreased, appearing in 32% of deals reviewed in the 2019 study. Notwithstanding potentially limited economic benefits of an ...

Real estate and taxes can get complicated, but determining the tax basis of inherited real estate is simpler than you'd think. In most cases, it gives heirs a favorable result, as well. The Motley ...