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

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

    The IRS taxes your NII a net investment income tax (NIIT) to generate income. The agency will also apply a surtax to fund Medicare and other government programs if your modified adjusted gross ...

  3. What is compound interest? How compounding works to turn time ...

    www.aol.com/finance/what-is-compound-interest...

    T is the time periods to calculate in years. ... Let’s say you have an initial investment of $10,000 at 25 years old. You don’t contribute anything else, but you let that deposit compound for ...

  4. Rule of 72 - Wikipedia

    en.wikipedia.org/wiki/Rule_of_72

    To estimate the number of periods required to double an original investment, divide the most convenient "rule-quantity" by the expected growth rate, expressed as a percentage. For instance, if you were to invest $100 with compounding interest at a rate of 9% per annum, the rule of 72 gives 72/9 = 8 years required for the investment to be worth ...

  5. Tax-efficient investing: 7 ways to minimize taxes and keep ...

    www.aol.com/finance/tax-efficient-investing-7...

    But you’ll be able to claim only a $3,000 loss on this year’s tax return, while the remaining $2,000 loss can be claimed in future tax years. Some investors make a habit of minimizing taxable ...

  6. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    The after-tax rate of return is calculated by multiplying the rate of return by the tax rate, then subtracting that percentage from the rate of return. A return of 5% taxed at 15% gives an after-tax return of 4.25%; 0.05 x 0.15 = 0.0075 0.05 − 0.0075 = 0.0425 = 4.25%. A return of 10% taxed at 25% gives an after-tax return of 7.5%; 0.10 x 0.25 ...

  7. Yield (finance) - Wikipedia

    en.wikipedia.org/wiki/Yield_(finance)

    The dividend rate is the total amount of dividends paid in a year, divided by the principal value of the preferred share. The current yield is those same payments divided by the preferred share's market price. [10] If the preferred share has a maturity or call provision (which is not always the case), yield to maturity and yield to call can be ...