A House committee has approved several bills as part of Republicans' so-called Tax Reform 2.0 plan, which would make the reduced rates for individual taxpayers permanent, among other provisions. » Read More
By: Darla Mercado
The IRS has put retirees on notice: withhold enough taxes from your retirement income, or else. Here's how to manage. » Read More |
By: Ryan Warwick, principal at Rathbone Warwick Investment Management
In an ideal world, your financial advisor and your CPA will work together to identify ways to reduce your tax bill in the current year and beyond. » Read More |
By: Annie Nova
Wondering where former Lehman Brothers employees are today? Here are a few stories » Read More |
If you absolutely had to, you could pluck a series of payments from your 401(k) or IRA without any penalty. Beware: It's easy to mess this up and end up owing the tax man. Here's what you need to know.
Opening IRA contributions to individuals who are over 70½ is only the beginning. Here's what else older workers may be able to do.
In addition to making tax cuts for individuals permanent, the latest outline includes making changes to IRAs and 529 plans, and creating new tax-advantaged accounts for other savings.
Just because you can now tap your college savings plan for private K–12 tuition doesn't mean you should. Douglas Boneparth, president of Bone Fide Wealth, explains why,
You're running out of time to tell Uncle Sam about your foreign bank account. Here's what you need to know.
Wondering how a cut to capital gains taxes would impact you? Probably very little.
As college graduates start their careers and start dabbling in investing they should begin by knowing important ground rules for success. Top financial advisory experts give their advice.
Congratulations! You can now trade for free. Here's how to make sure you don't lose your house.
If you're hoping to nab a state tax credit for your charitable contribution — and claim a deduction on your federal return — you're running out of time. Here's what you need to know.
Lawyers warn that certain tax credit programs could be affected by upcoming IRS and Treasury guidance affecting high-tax states.
President Trump's former campaign chairman was found guilty of eight criminal counts, including one count of failure to file foreign bank account reports. Here's what you need to know.
There's a stretch of time when you can often use strategies that minimize the taxes you pay on your assets.
Want to retire a millionaire? Here's the rate of return your investments would need.
You can help head off an unexpected tax bill by using the withholding calculator from the IRS. Just be sure to float your data by your accountant before you raise or lower the amount of taxes pulled from your pay.
The IRS knows you're making aggressive strategies to save on taxes. That's about to come to an end.
The income gap for women during their earning years seems to persist once they've left the workplace. Here's how to plan for that.
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