Investments

Reduce taxes on your investments with these year-end strategies

March 8, 2023November 17, 2015

Reduce taxes on your investments with these year-end strategies While tax consequences should never drive investment decisions, it’s critical that they be considered — especially by higher-income taxpayers, who may be facing the 39.6% short-term capital gains rate, the 20% long-term capital gains rate and the 3.8% net investment income tax (NIIT). Holding on to an investment until you’ve owned it more than one year so the gains qualify for … Read more

All income investments aren’t alike when it comes to taxes

September 1, 2015

All income investments aren’t alike when it comes to taxes The tax treatment of investment income varies, and not just based on whether the income is in the form of dividends or interest. Qualified dividends are taxed at the favorable long-term capital gains tax rate (generally 15% or 20%) rather than at the applicable ordinary-income tax rate (which might be as high as 39.6%). Interest income generally is taxed at … Read more

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