Filling the 12% bracket with a Roth conversion pushed a December mutual fund distribution’s capital gains rate from 0% to 15%.
Mutual funds can distribute taxable capital gains to shareholders even when they never sold a share, silently consuming low-income tax space.
Picking the next Nvidia (NVDA -0.03%) or Palantir (PLTR +0.83%) could create enormous wealth. However, the big problem is identifying the company and investing in it before everyone else does.
But instead of trying to pick individual winners,
» Read more about: 4 Simple ETFs Built for Long-Term Buy-and-Hold Investors »
By Indradip Ghosh
BENGALURU, Sept 14 (Reuters) – The Federal Reserve will raise its interest rate on Wednesday and deliver at least one more hike by the end of March, according to a majority of economists polled by Reuters, reversing a fragile no-change consensus that prevailed before official data on Friday showed firm inflation.
Retirees hoping for a substantial increase in Social Security benefits this year will likely be disappointed despite being on a track for record cost of living adjustment (COLA).
The latest forecast from the advocacy group The Senior Citizen League puts 2027’s COLA at 3.5%, the highest level in four years.
Oil prices spiked Monday on Middle East supply fears after Saudi Arabia closed a key pipeline, putting further upward pressure on inflation ahead of an expected Federal Reserve rate hike this week.
The prospect of higher US borrowing costs compounded a tech selloff that came after leaders of companies at the forefront of the Artificial Intelligence boom backed calls for a slowdown in development in the sector amid warnings that it could pose a threat to humanity.
» Read more about: Middle East supply fears lift oil prices as tech stocks slide »
AI-related stocks dropped sharply Monday after the CEOs of U.S. companies developing the most advanced AI models warned that the pace of development must slow to avoid threats to humanity.
Nasdaq e-mini futures fell 1.3% during Asian trade. Shares in ChatGPT-maker OpenAI’s investor SoftBank tumbled as much as 13.2% in Japan.
Anthropic CEO Dario Amodei called on AI companies Saturday to slow the rate at which they advance model capabilities amid mounting fears of misuse of artificial intelligence.
» Read more about: Calls for tapping brakes on AI development rattle tech stocks »
Tech stocks tumbled across Asia and US futures pointed lower on Monday after some of the world’s most powerful AI bosses called for the industry to slow development over safety fears.
» Read more about: Tech stocks slide as AI extinction warnings rattle markets »
The two US-listed products tracking Hyperliquid’s native token recorded $26.4M in combined net outflows for the week of September 7-11, 2026, the latest in a string of losing weeks that has trimmed the funds’ cumulative gains considerably.
Bitwise’s BHYP carried the heavier load of the selling pressure,
» Read more about: HYPE ETFs see $26M in net outflows last week as investor sentiment cools »
Mortgage rates are already reacting to bad news on multiple fronts, and the hits could keep on coming at this week’s Fed meeting.
For agents hoping to make up some ground after a less-than-ideal spring market, the latest economic indicators don’t offer a lot of cheer.
» Read more about: All eyes are on the Fed this week as mortgage rates climb »