An analysis by the National Association of Realtors indicates that homeowners in Massachusetts, Washington, Utah, California ...

Property taxes drain cash flow. Capital gains eat equity. As policymakers debate relief, which tax break actually benefits ...

Missouri will eliminate state capital gains tax for individuals starting in 2025. Here's how it could unstick the housing ...

From FY 2024-25, the capital gains taxation rules were revised for all asset classes, including mutual funds. Many NRIs who ...

Selling a property after upgrading it? From kitchen remodels to boundary walls, here’s what you can claim as improvement cost ...

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up ...

PIMCO Dynamic Income Fund dwarfs the competition in terms of assets under management. See why PDI offers one of the largest ...

Opportunity Zones are sticking around, and the tax benefits starting in 2027 will get … well … more beneficial. In the ...

PennantPark is a BDC, and as such, it primarily earns distributable income by giving loans to small, private companies. Specifically, it targets the "core middle market" for investment, which ...

More retirees are being taxed on home sales due to outdated capital gains rules. Here’s why the home equity tax is hitting seniors hardest.

If you definitely want to invest abroad, buying foreign equities or bonds directly, rather than overseas mutual funds, can help sidestep PFIC rules. This path requires more active management and an ...

The Indian stock market is experiencing significant selling pressure, primarily due to foreign portfolio investors. With the ...