Taxes
Which tax regime should retirees go for?
Tax changes have become frequent. Here is how retirees can make things simpler for themselves!
Aarati Krishnan
August 26, 2024
13 Comments
PrimeInvestor - Articles and Reports
Taxes
How higher capital gains tax impacts your investments and planning
The recent changes to capital gains tax may seem simpler on the surface, but their impact on your investment goals can be far-reaching. When tax
PrimeInvestor Research Team
August 14, 2024
2 Comments
Taxes
Budget 2024 – how your equity & debt investments are taxed now
Deciphering the tax changes to equity and debt investments brought about by Budget 2024, for you!
Premium article available only to subscribers.
Bhavana Acharya
August 5, 2024
No Comments
Taxes
PrimeInvestor Research Team
July 24, 2024
65 Comments
Taxes
Don’t let taxes dictate your investments
Aarati Krishnan writes on the 5 major perils of letting tax taxes dictate your investments.
Aarati Krishnan
May 28, 2024
8 Comments
Mutual funds & ETFs
Mutual Fund Taxation – A guide to how mutual funds are taxed
Mutual fund taxation doesn’t have to be cumbersome. Here is a one-stop shop to understand how the various types of schemes are taxed.
Pavithra Jaivant
March 26, 2024
8 Comments
Mutual funds & ETFs
Should you choose hybrid funds instead of debt funds for tax benefits?
The removal of indexation benefits for debt funds, has led many investors to look for alternatives. Are hybrid funds the answer? Find out here.
Vidya Bala
February 25, 2024
10 Comments
Bonds & Deposits
How are G-Secs, bonds and NCDs taxed
An overview of taxation of interest income, capital gains and TDS of various types of bonds – G-secs, NCDs and more.
Pavithra Jaivant
January 28, 2024
15 Comments
Taxes
Payout from a life insurance policy – when is it tax exempt and when is it not?
Understanding the tax change for life insurance policies brought about by Budget 2023 via the recent CBDT guideline.
Pavithra Jaivant
August 31, 2023
No Comments
Mutual funds & ETFs
Tax changes in mutual funds: How to manage your investments now
Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?
PrimeInvestor Research Team
March 27, 2023
38 Comments
Taxes
Old vs New Tax regime: Tax Planning for 2023-24
If you’re a salaried employee then you’ve probably only recovered from the dilemma of old vs new tax regime and the process of collecting all the bills and proofs of investment to submit to your employer for the financial year that will end on March 31, 2023. So if you’re wondering why we are telling you about tax planning for FY 24 when you’ve only just emerged from under a small mountain of rent receipts and pharmacy bills – it is precisely to avoid the mad scramble that inevitably accompanies tax related deadlines that we advocate planning for taxes from right at the start of the financial year.
This gets even more important with several important changes proposed by Budget 2023 coming into force in FY 24.
In this article we will cover:
the key changes proposed by Budget 2023 that you should be aware of in your tax planning,
what you are giving up under the ‘New Tax regime’’
re-examining the role of ‘tax-saving’ investments in your portfolio and
the all-important question of old vs new tax regime
Pavithra Jaivant
March 21, 2023
20 Comments
Taxes
How is your insurance policy taxed?
Some of us may be hoarse from shouting about why tax benefits should not be the reason we buy insurance. Shouting notwithstanding, tax treatment remains a key consideration when buying insurance of almost any sort and this is what we look at in this article.
There are two points in time when the tax aspect will have to be kept in mind:
First at the time of premium payment
Second, at the time of a payout in the form of a claim being met or maturity benefits being paid out.
Pavithra Jaivant
February 16, 2023
2 Comments
