Original Issue Discount (OID) is taxable interest income from bonds or notes issued at a price below...
A short-term capital gain is the profit from selling an investment held for one year or less, taxed as...
A qualified dividend is a dividend meeting IRS requirements that qualifies for lower tax rates compared...
A long-term capital gain occurs when you sell an asset held for more than one year and realize a profit,...
The Net Investment Income Tax (NIIT) imposes a 3.8% tax on certain investment income for individuals,...
Taxable equivalent yield (TEY) helps investors compare the true after-tax returns of tax-free and taxable...
Passive income is earnings generated regularly with minimal active work after an initial investment or...
Capital gains are the profits from selling investments or assets at a higher price than their purchase...
A washout period is the required time you must be healthy before a disability insurance claim is considered...
The Waiver for Overstated Passive Income Credits is a tax provision that provides relief to taxpayers...