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...
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...