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Why would people invest in T-Bills over an extended period of time, when more tax-efficient options like BOXX exist?

If a person has some funds that are being set aside for either a specific purpose in a year or two, or the funds are for a life-happens or emergency purposes, then the T-bills may meet the needs. ...
mhoran_psprep's user avatar
1 vote

Why would people invest in T-Bills over an extended period of time, when more tax-efficient options like BOXX exist?

Assuming you are in the twilight of your career and have been planning your retirement during the non-inflationary period prior to Covid. A safe withdrawal rate of 4% might have seemed optimistic and ...
Pete B.'s user avatar
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2 votes

With zero earnings aside from long term capital gains, when would AMT and/or NIIT kick in?

As the other answer mentions, the 0% long-term capital gains bracket is not unlimited. If long-term capital gains are your only income, you will never owe any AMT. The more favorable long-term capital ...
Craig W's user avatar
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3 votes
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With zero earnings aside from long term capital gains, when would AMT and/or NIIT kick in?

Generally that means the capitial gains are taxed at 0%. No, capital gains are taxed at different rates depending on your total taxable income. See the IRS Topic 409: A capital gains rate of 0% ...
littleadv's user avatar
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1 vote
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Capital gains tax and HMRC. What is the definition of a lodger and is there a difference between a friend staying a few months and a lodger?

Ignoring any Income Tax aspects (which weren't part of the original question) and considering Capital Gains Tax... HMRC Internal Manual CG64702 refers to Statement of Practice SP14/80 and comments &...
Steve Kidd's user avatar

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