taxes on investments
Latest
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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 Last updated
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 Published
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 Last updated
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 Published
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 Last updated
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 Last updated
State Tax -
What is Net Investment Income Tax (NIIT) and Who Pays It?
Income Tax Find out which income levels are subject to the 3.8% NIIT surtax.
By Kate Schubel Last updated
Income Tax -
The Mansion Tax: Do You Need to Worry About It?
Mansion Tax If you’re in the market for a high-value home, you may face an additional tax rolled into your closing costs.
By Gabriella Cruz-Martínez Last updated
Mansion Tax -
Biden Calls for Doubling Capital Gains Tax
The White House President Biden wanted to increase taxes to have the wealthy pay a “fairer” share. Will VP Kamala Harris follow?
By Kelley R. Taylor Last updated
The White House