Carried interest is a share of profits paid to investment fund managers for their performance, typically...
Annuity tax rules determine how payments from your annuity are taxed, impacting your retirement income...
Investment yield measures the income generated by an investment as a percentage of its cost or current...
Investment cost basis is the original purchase value of an asset used to calculate capital gains or losses...
Tax drag reduces your investment returns by taxing earnings such as dividends, interest, and capital...
Realized gain or loss occurs when you sell an asset for more or less than your original purchase price....
Unrealized gain or loss reflects the current value change of an investment you haven't sold yet. Recognizing...
The holding period measures how long you own an investment and plays a crucial role in determining whether...
Non-qualified dividends are investment payouts taxed at ordinary income rates rather than the lower rates...
Ordinary dividends are common dividend payments taxed at your regular income tax rate, increasing your...