Bonds can provide passive income, some of which may be tax-free if you’re investing in municipal bonds. The tax-equivalent yield formula can be a useful tool for comparing taxable and tax-free bond ...

The biggest hurdle that investors face is paying tax on the gains on their long-term investments. Yet the tax laws actually give heirs a huge tax break when they inherit shares of stock or other ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Understanding how the holding period works can save you money down the line. The stock market provides investors with a great opportunity, but if you don't understand how holding periods work, you may ...

Stock options can be a powerful tool for wealth building, but they come with tax implications that many investors overlook-especially when it comes to the Alternative Minimum Tax (AMT). This parallel ...

If you got a promotion or salary bump, don't earmark that extra income until you hear what financial planner Chloe Moore has ...

New year, new tax filing. Filing taxes may not be the easiest task, especially with its time-consuming forms and applications. Whether you file with help from a professional or on your own, ...

Ever look at your paycheck and wonder why the amount you actually take home is a lot less than you’ve earned? That’s where withholding tax comes in. Withholding tax is money your employer sends ...

Elysse Bell is a finance and business writer for Investopedia. She writes about small business, personal finance, technology, and more. Erika Rasure is globally-recognized as a leading consumer ...