investment income

Net Investment Income Tax

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Net Investment Income Tax

Net Investment Income Tax The Net Investment Income Tax (NIIT) is a 3.8% surtax that applies to investment income for certain taxpayers in the United States. It’s essentially an additional tax on top of your regular income tax. Here’s a breakdown of the key points: Who it applies to: Individuals, estates, and trusts. However, there are … Read more

Investment Expenses

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Investment Expenses Investment expenses are the costs associated with buying, holding, and selling investments. They can eat into your returns, so it’s important to be aware of them and factor them into your investment decisions. There are two main types of investment expenses: Transaction fees: These are the fees you pay to buy and sell investments, … Read more