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 ...

The net investment income tax is a 3.8% tax you must pay if ... your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference ...

Tax-deferred accounts, such as 401(k ... especially if their investment income is expected to be consistent, Wittenberg says. "If your tax situation is more complex and particularly inconsistent ...

plan to generate investment earnings with tax deferred (or, in the case of a Roth account, tax-free) growth. An LLC may be a tax shelter, depending on prevailing tax brackets. The taxable income ...

House lawmakers debated adjusting the definition of an accredited investor, and how best to do so, at a hearing Feb. 26.