2025年1月15日 · Investment interest expense If you itemize, you may be able to deduct the interest paid on money you borrowed to purchase taxable investments—for example, margin loans to buy stock or loans to buy investment property. However, you wouldn't be allowed to deduct the interest on a loan to buy tax-advantaged investments such as municipal bonds.

2025年4月9日 · Taxes are everywhere, every day, to such an extent that one might let that all-important, mid-April deadline for filing your annual tax returns sneak up on you. One problem with waiting until the last minute: by that point, it may be too late to implement an efficient investment strategy for minimizing your tax bill.

2024年11月27日 · Learn about common types of retirement plans and key features, eligibility requirements, and contribution limits for retirement plans like 401(k)s, IRAs, and more.

2025年3月21日 · You may be eligible for a 401(k) tax deduction if you have a retirement account. Read about contribution limits, employer contributions, and tax-deferred alternatives.

This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2025.

2025年2月12日 · There are seven ordinary income tax brackets ranging from 10% to 37%, but not all ordinary income ends up being taxable once you factor in deductions. Long-term capital gains generally come from the sale of appreciated investments or other assets held for over a year.

2024年8月12日 · But foreign investments may lead to foreign taxes. If you own stocks, bonds, mutual funds, or income-producing investments in global markets, it's likely that you'll pay foreign taxes on your earnings. You may be able to avoid double taxation on those investments by claiming a credit or deduction on your U.S. tax return.

What is a Traditional IRA? A traditional IRA is an account to which you can contribute pre-tax or after-tax dollars. Your contributions may be tax deductible depending on your situation, helping to give you immediate tax benefits.

2024年12月13日 · Transferring appreciated investments to family members or charity can benefit others while also potentially reducing your taxes.

2024年10月10日 · From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.