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Maximizing Tax Efficiency in 2026: Understanding the NIIT

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Maximizing Tax Efficiency in 2026: Understanding the NIIT

The Net Investment Income Tax (NIIT) can chip away at investment returns if left unchecked. Knowing who it applies to, what income is included, and how to plan strategically can make a meaningful difference in your tax efficiency and overall portfolio performance.

By Joseph Burnett February 24, 2026

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