Interest income and ordinary dividends (qualified dividends are taxed at capital gains rates) are taxed at the same rate as your ordinary income tax. For example, if your federal income tax rate ...

Fixed-income investments pay interest on a regular, predictable schedule, returning principal as well upon maturity. But fixed-income investing is a much broader topic. While investing in fixed ...

For example, the exclusion is subject to strict income limits. For 2023, the interest exclusion begins to phase out at modified AGI of more than $137,800 for joint filers and $91,850 for others ...

“For example, if you are lower income, you may be able to recognize capital gains at a 0% tax rate, whereas if you are very high income, you may have additional taxes like NIIT added on.” ...

Savings account interest is taxable, but don't let that scare you away from a high-yield savings account. Here's what you need to know for 2025.