Usually, bondholders receive two interest, or coupon, payments a year, which are not subject to federal income tax. After a ...

Living on portfolio income is living the dream. Although many retirees are woefully short on savings, some manage to kick off ...

These 10 taxable items can impact your finances by lifting your tax bill. They include investments, Social Security benefits, and retirement plan distributions.

If you’ve owned an asset for a year or longer before selling it, you’ll be taxed at a long-term capital gains rate, which is ...

Investors took comfort in U.S. President Donald Trump's commitment to cutting taxes in a ... chief investment officer at Running Point Capital Advisors. "Investor reaction should overall be positive ...

By Brad Rhodes Tax deferral is a strategy in which you delay paying taxes on income until a later date. This can be achieved through investment in certain tax-deferred accounts. Your investment ...

The Trump administration has committed to sweeping action on tax policy. Learn more about the top five tax policy changes ...

Various strategies, including bonds, life insurance, and annuities, can generate investment income during retirement.

Nuveen Select Maturity Municipal Fund invests in tax-exempt securities for capital preservation. See why NIM CEF stands out ...