Tag Archive: net investment tax

Reduce the effect of the net investment income tax

Written by November 25, 2015

Year-end tax planning has traditionally included tips for managing ordinary income and capital gain tax. These long-established strategies are still effective – but now your planning also needs to include ways to manage your exposure to the net investment income tax. This 3.8% tax applies to the lower of your net investment income or the amount by which your modified...