The author and editors take ultimate responsibility for the content. A person's net investment income can play an important role in determining tax liabilities in a given year. In addition to ...

By combining dividend stocks, bonds, REITs, annuities, and other options, you can create a well-rounded portfolio tailored to ...

If your investments made money, you might owe something called the net investment income tax (NIIT) on your profits. Although many investors are not likely to get hit with this bill, it’s ...

You may owe net investment income tax if you made more than the NIIT income threshold. Many, or all, of the products featured on this page are from our advertising partners who compensate us when ...

Note: The income statement would capture variable and fixed ... will increase your discretionary income in the future. There are many investment opportunities related to discretionary income.

Consumers often think about income from their investments in two main contexts: withdrawals for short-term priorities, including emergencies, and portfolio income for long-term objectives, such as ...

If you don’t know what Net Investment Income Tax (NIIT) is, you’re not alone. This relatively new tax began a little over a decade ago but the number of taxpayers subject to the tax has increased.

Gather your financial information from bank and credit card statements, investment accounts, loan agreements and anything ...