taxes on investments
Latest
-
The Final Countdown for Retirees with Investment IncomeRetirement 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 -
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 SituationsBonds 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 -
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
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
Mansion Tax -
Biden Calls for Doubling Capital Gains TaxThe 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
The White House -
Controversial Capital Gains Tax Upheld in WashingtonCapital Gains The state’s historic long term capital gains tax is projected to bring in $1 billion over the next two years.
By Kelley R. Taylor
Capital Gains -
Wash Sales, Capital Gains, State Taxes: Tax Traps Investors Need to AvoidInvestors also need to beware of rules about taxes on mutual fund dividends, mutual fund investments and net investment income.
By Joy Taylor
