Taxes on Investments: A 2025 Guide

Cascading coins transforming into growing seedlings, symbolizing investment growth and wealth accumulation.

Investing grows wealth. But taxes can quietly erode returns if you aren’t careful. In 2025, the rules around investment taxation remain complex, especially for high-income earners and business owners. Understanding how taxes affect your portfolio lets you keep more of your money. With strategic planning, you can reduce tax drag, protect gains, and accelerate your…

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Beware of UBIT Lurking in Your IRA—It Causes Double Taxes , 2025

When you invest in a traditional individual retirement account (IRA), you get a tax deduction for the money you put in and then pay taxes when you take the money out. Money inside the IRA grows tax-free (or tax-deferred, technically, because it’s taxable when you take it out of a traditional IRA). But here is…

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