A clean, professional illustration showing a piggy bank labeled 'Investments' being protected by a vibrant green shield from a red-orange arrow labeled '3.8% NIIT'. In the background, there are soft, secondary icons representing real estate (a house) and retirement (a nest egg).

What is the Net Investment Income Tax? 6 Ways to Avoid the 3.8% NIIT Surtax

BySW Accounting admin

  What is the Net Investment Income Tax (NIIT)? It’s a surprising 3.8% surtax on investment income that can catch even savvy investors. We’re breaking down who owes it and the key strategies you can use to avoid it. So, you’re a pretty successful investor. You feel like you’ve got your taxes down pat. You…