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  2. What is the net investment income tax and who has to pay it?

    www.aol.com/finance/net-investment-income-tax...

    Here, Kelly and John would pay $9,500 in NIIT tax, or $250,000 x 0.038 = $9,500. How to avoid the NIIT If you’re worried you might be subject to the extra tax, you have several ways to offset ...

  3. How Much in Taxes Will My Net Investment Income Cost Me? - AOL

    www.aol.com/finance/much-taxes-net-investment...

    Net investment income (NII) is defined as the profit gained from investments after deducting certain related expenses. This includes various forms of income such as interest, dividends, rental ...

  4. Will I Need to Pay Capital Gains Taxes on My Irrevocable Trust?

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  5. Asset-protection trust - Wikipedia

    en.wikipedia.org/wiki/Asset-protection_trust

    Most asset protection trusts established by U.S. settlors are considered "grantor trusts" under U.S. income tax law, meaning that all income of the trust is reportable on the grantor's (i.e., the settlor's) individual income tax return. Asset-protection trusts do not, in and of themselves, offer any tax advantages under U.S. income tax law.

  6. Will I Owe Capital Gains Taxes on Irrevocable Trusts? - AOL

    www.aol.com/irrevocable-trusts-pay-capital-gains...

    Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.

  7. Collective trust fund - Wikipedia

    en.wikipedia.org/wiki/Collective_trust_fund

    Collective trusts are commonly used for defined benefit plans and, when daily valuation is possible, for defined contribution plans.Collective trusts generally are excluded from the definition of an “investment company” under Section 3(c)(11) of the Investment Company Act of 1940, and interests in these funds are generally exempt from registration under Section 3(a)(2) of the Securities ...

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