Retirement spending strategies typically balance two competing priorities: maximizing the retiree’s spending or leaving a legacy. But research from Morningstar looks at a new metric – the ...

For example, authors receive ... Portfolio income is typically considered passive income, though some investors take a more active approach in managing their investments. The three primary sources ...

The net investment income tax (NIIT) is a 3.8 percent tax on net investment income for individuals exceeding certain income ...

For many decades, the United States has experienced growing wealth inequality between the richest and poorest households and ...

When they file their returns this year, high-income taxpayers should be prepared for an additional hit. The net investment ...

Investment trusts have a number of tricks up their sleeves that mean they can boost their dividend payouts. This is what to look out for.

Once the loss is realized, it is recorded for tax purposes, reducing your taxable income. For example, say you bought ... you can deduct up to $3,000 of net losses from ordinary income in the ...

But the passive income they provide can be an excellent ... an eye on how the company's efforts play out. But management's approach here makes sense. Simply put, UPS' new strategy is to make ...

This situation calls for a comprehensive and multifaceted approach to address climate change related issues. One such ...

Investors can use the sales comparison approach, the capital asset pricing model, the income approach ... Many investors are familiar with the net present value of money. Applied to real estate ...

This practice is carried out for income ... For example, a company might overstate liabilities or allowances and reverse them later to boost earnings when needed. This approach can help stabilize ...