taxes on investments
Latest
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How Are I Bonds Taxed? 8 Common Situations to Know
Bonds Series I U.S. savings bonds are a popular investment, but the federal income tax consequences are anything but straightforward.
By Joy Taylor
Bonds -
Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel
Tax Tips -
Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
Savings Accounts -
The Most Tax-Friendly States for Investing in 2025 (Hint: There Are Two)
State Taxes Living in one of these places could lower your 2025 investment taxes — especially if you invest in real estate.
By Kate Schubel
State Taxes -
The Final Countdown for Retirees with Investment Income
Retirement Tax Don’t assume Social Security withholding is enough. Some retirement income may require a quarterly estimated tax payment by the September 15 deadline.
By Kate Schubel
Retirement Tax -
States With the Lowest Property Tax in 2025
Property Taxes Homeowners in these states received some of the lowest property tax bills in the U.S. How does yours compare?
By Gabriella Cruz-Martínez
Property Taxes -
Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
By Kate Schubel
Retirement Taxes -
How Are I Bonds Taxed? Nine Common Situations
Bonds Series I bonds are a popular investment that can help you save on taxes, but the federal income tax consequences can be complex.
By Joy Taylor
Bonds -
Missouri Leads Capital Gains Tax Repeal: Will Your State Follow?
State Tax As one state becomes a test case, policymakers and taxpayers across the U.S. will be watching closely to see what happens next.
By Kelley R. Taylor
State Tax
