Tax Facts on Investments

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Some other examples which do not satisfy the qualified dividend treatment are:. Another tax which you need to pay attention to is the net investment income NII tax.

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You may also have to pay state income taxes, depending on where you live. The credit, formerly called the Retirement Savings Contribution Credit, gives a special tax break to low- and moderate-income taxpayers who choose to save for retirement. If you qualify for this credit, it can reduce or even eliminate your tax bill.

Unlike refundable credits like the earned income tax credit , which can trigger tax refunds, non-refundable credits forfeit any excess, unused portion. Using the passive income you earned to contribute to a tax-advantaged account can further compound your ability to pay zero tax. From the tables above, you can see from the federal level how to pay zero taxes by generating qualified passive income.

Of course, you could also see how to pay zero tax and avoid federal income tax liability on some higher-earning qualified dividend investments on less capital investment. This could also come from selling assets held for longer than a year and realizing long-term capital gains. If you want more federal income tax-free income, you could buy municipal bonds from your state and pay no income taxes.

However, the lower risk profile of these investments often allow for lower interest payments compared to their corporate bond counterparts. Therefore, these tax-advantaged debt instruments typically reside in higher-income taxpayers as a means for receiving a tax shield on their investment income.

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This real estate investment might produce losses you could use to offset your ordinary income earned above the standard deduction if you qualify for the Mom and Pop exception above. Because of this, to the extent you can manage, you should consider generating as much qualified passive income as you can until you find your optimal level of financial independence.

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Now that you understand the tax advantages of qualified passive income, how do you act on the information? Well, if you feel conviction in pursuing a strategy of paying Uncle Sam less on your tax-advantaged passive income, the next step is researching the assets which will produce the best return on your investment.

These investment services are all great to finding those dividend-paying investments best-suited to your needs. They can point you toward the best dividend-paying stocks which provide you tax-advantaged passive income. In , I was winding down a stint in investor relations and found myself newly equipped with a CPA, added insight on how investors behave in markets, and a load of free time. My job routinely required extended work hours, complex assignments, and tight deadlines.

Seeking to maintain my momentum, I wanted to chase something ambitious. I chose to start this financial independence blog as my next step, recognizing both the challenge and opportunity. I launched the site with encouragement from my wife as a means to lay out our financial independence journey to reach a Millennial retirement and connect with and help others who share the same goal.


Some of my favorite things to discuss include investing in index funds , how to save money , travel hacking with help from the Reddit churning community , house hacking and optimizing the benefits of my condo vs. I want this to be a journey for us all to learn how to make a lot of money and pursue the lives we want. I have not been compensated by any of the companies listed in this post at the time of this writing. Any recommendations made by me are my own. Should you choose to act on them, please see my the disclaimer on my About Young and the Invested page.

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Email required. This post may contain affiliate links, which, at no cost to you, provide compensation to this site if you choose to purchase the products or services being described. How the Section Tax Deduction Works. Condo vs. Apartment — Which is Better for You?

What is Landlord Insurance? Definition, Cost, Providers and Features. Microsoft Rewards: Worth Your Time? Great post and a great topic. This is because the company makes its money during the initial public offering and subsequent stock offerings and it sometime uses the market to pay executives through stock incentive programs. Maybe the tax law is designed to encourage people to invest long-term since that is good for them. More likely, however, is that people wanted to reward investing, which is considered noble unless you are too good at it, but not trading, which is just considered greedy.

Numerous planning points direct you to the most recent and important insurance solutions.

Tax Facts on Employee Benefits provides current in-depth coverage of important client-related employee benefits questions. Employee benefits affect most everyone, and your clients must know how to deal with often complex issues and problems. Tax Facts on Employee Benefits provides the answers in a direct, concise, and practical manner.

Tax Facts on Investments provides clear, detailed answers to your difficult tax questions concerning investments. You must know what investments best suit your clients from a tax standpoint. You will discover questions that directly provide insightful answers, comparison of investment choices, as well as how investments have changed in recent years.

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