How the Net Investment Income Tax Raises Taxes on Passive Gains

In 2026, the 3.8 percent Net Investment Income Tax still catches many high-earners by surprise. Lucas and Luna break down what counts as investment income, how it interacts with active business income, and the surprising twist for rental real estate professionals. They use a concrete example: a married couple earning $300,000 with $50,000 in capital gains. Learn the thresholds, the 'modified adjusted gross income' trap, and why selling your primary residence might trigger this tax. If you're above the income limits, this episode is a must-hear. #NetInvestmentIncomeTax #NIIT #PassiveIncome #CapitalGains #Tax2026 #RealEstateProfessionals #ModifiedAdjustedGrossIncome #HighEarners #InvestmentIncome #PassiveActivityLosses #RentalRealEstate #StockGains #Dividends #TaxPlanning #EconomicsPodcast #Fexingo #BusinessPodcast #TaxPolicy Keep every episode free: buymeacoffee.com/fexingo