Investment funds

Danish prosecutors allege Shah oversaw a trading scam using a loophole on dividend payouts to reap duplicate tax refunds.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.

Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.

A number of sustainable investing champions say it's time for the "ESG" label to be shelved and replaced by something less likely to draw attacks from both the political right and left.

Workers were able to invest their retirement nest egg in the famously profitable employee-only fund fee-free, until it caught the attention of the Internal Revenue Service.

Private placement life insurance, or PPLI, is a decades-old strategy that has been gaining popularity among the super-wealthy as a way to protect their fortunes from income and estate taxes.

Sinema has expressed opposition to ending the carried-interest tax break used by private equity and hedge fund managers to lower their tax bills.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.