The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

As I have shared in the past, real estate is one of the most popular alternative assets allowed in self-directed IRAs. There is one aspect of real estate investment that people may not realize they ...

Foreign dividends are not eligible for the dividend tax credits — there are no favourable tax breaks. In fact, the tax ...

It has already been a busy start to the year for us at TEI: last month we published our annual Insights report, and we have ...

There’s no shortage of tax-sheltered investment accounts available to ordinary Americans looking to minimize their annual bill to the IRS. Some of the most popular options include workplace 401(k) ...

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 ...

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 ...

What Are Tax-Deferred Investments? Tax-deferred investments are financial products that allow you to postpone paying taxes on the earnings you generate until you withdraw the money in the future. This ...

The Generating Retirement Ownership Through Long-Term Holding Act, known as the GROWTH Act, would allow investors to defer ...

What Are Tax-Exempt Investments? Tax-exempt investments are financial instruments that generate income or returns that are not subject to federal, state, or local taxes. These types of investments are ...

The Dutch parliament has approved a new tax system that applies a 36% rate to crypto and investment returns, including unrealized gains.