The Difference Between a 37% Tax Bill and a 0% One Is How Long You Held the Stock

Capital Gains Taxes and Entrepreneurship: Analyzing the Dilution vs. Risk-Taking Effects

This research paper examines how capital gains taxes affect entrepreneurship through two competing channels: the 'dilution effect' where hig

Understanding the Conversion Between Wealth Tax and Income Tax Rates

This article explains the mathematical relationship between wealth tax and income tax. It argues that a 1% wealth tax is equivalent to appro

How to access retirement savings early without the penalty: Rule of 55 and 72(t) explained

The article explains how Americans under 59½ can access retirement funds early without the 10% early withdrawal penalty using two IRS provis

How to access retirement savings early without the penalty: Rule of 55 and 72(t) explained

The article explains how Americans under 59½ can access retirement funds early without the 10% early withdrawal penalty using two IRS provis

Tax rules no longer allow living in a rental to avoid capital gains taxes

A reader asks about tax strategies for selling a long-held rental property, specifically whether living in it for two years could reduce cap

JEPI's Low Expense Ratio Masks a 14.48% Annual Return Gap vs. SPY Due to Options Strategy and Tax Inefficiency

This article argues that JEPI's low 0.35% expense ratio is misleading because the real cost to investors is the significant return gap compa

Stocks rally when Congress goes on summer break. Here is the hidden reason.