Discover how the Investment Income Ratio evaluates insurance profitability through net income vs. premiums. Learn its ...

A recent case, Senty v. United States, provides several important lessons for tax return preparers . Mr. Senty was involved ...

If you’re a high-income earner or someone with a diverse investment portfolio, there’s a little-known tax that can have a significant impact on your taxes that is often overlooked – the Net Investment ...

Outside of special programs set up to encourage investments through tax breaks, the argument that taxed income paid for the ...

What Are Fixed Income Investments? Fixed income investments refer to investment vehicles that provide a steady stream of income to investors over a predetermined period. These investments typically ...

Fixed-income investments are a cornerstone of many long-term financial strategies, offering stability and a steady stream of income. They are often associated with conservative approaches, but can ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. The Net Investment Income Tax thresholds aren't adjusted for ...

Retirement planning and tax ideas for the year ahead? Laws are set to change in 2026. Here's how to lower your income tax and ...

Fixed-income investments offer both regular interest payments and return of principal at maturity. This combination of features can make these assets attractive for investors looking to preserve ...

The fund gained 1.72% this quarter by focusing on core leveraged loans with strong collateral coverage. Read the full report ...

As part of the Affordable Care Act, known by most as Obamacare, several new taxes were enacted to help fund the program. Among these new taxes is the Net Investment Income Tax that became effective on ...