Dayton Lowrey, Specialist, Government Reporting Solution, has worked for TD Ameritrade since 2011. He helps ensure accuracy of tax reporting and compliance with several regulatory authorities, as well as other tax-related functions that pertain to trading stocks. He holds his Series 7, 63, and 24 securities licenses.
Dividend income is a distribution of earnings paid to shareholders and is subject to its own dividend income tax rate. But some are “ordinary” while other dividends are “qualified.” What’s the difference?
Tax deductions: standard or itemized? With tax law changes, which decision makes sense for you? Learn more at TD Ameritrade.
Tax credits can help reduce your tax burden and let you keep more of your money.
Most investors are familiar with capital gains, but what about the other side of the coin—capital losses? Here’s what investors should know about long- and short-term capital gains and losses, potential tax consequences, and wash sales.
Yay! You have interest income but what about the taxes on the interest income? Learn about taxable interest from TD Ameritrade.
Traders have special considerations at tax time, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.
As the year ends, it’s time to get your financial footing in place for 2018 taxes and 2019 investment and savings goals.
Your investment decisions could impact your tax bill. Learn about the basic rules and some strategies to help maximize after-tax returns and potentially reduce the amount you owe.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2021 Charles Schwab & Co. Inc. All rights reserved.