From classic strategies like tax-loss harvesting to new tax-advantaged funds, financial advisors are emphasizing ways to ...

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 ...

An emerging investment strategy has captured the attention of wealthy investors and trusted financial professionals. This approach offers not only strong yearly returns but also significant tax ...

Forbes contributors publish independent expert analyses and insights. I cover the intersection of state & federal policy and politics. May 28, 2025, 07:59am EDT May 28, 2025, 02:15pm EDT The Texas ...

Navigating capital gains tax can be complex, but knowing the applicable tax rates and thresholds can help you plan your ...

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...

Taxpayers invest to make money and hope to earn a decent return on their investments. Tax-loss harvesting can be used as part of a taxpayer’s overall investment strategy without affecting investment ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

It’s a simple question that we do not often hear from advisors to taxable ultra-high-net-worth individuals when discussing investment opportunities. Projected tax liabilities from investments can be ...