Tax Planning

Here's how investors can avoid violating ‘wash sale rules’ when realizing tax losses

Kate Dore, CFP®Tue, Jul 5th 2022

These 5 metros have the most million-dollar homes. What to know when selling

Kate Dore, CFP®Tue, Jul 5th 2022

Direct indexing is becoming ‘democratized,' as fees, account minimums drop

Kate Dore, CFP®Mon, Jun 27th 2022

Tax return backlog is still 'crushing the IRS’ as pileup exceeds 21 million

Kate Dore, CFP®Thu, Jun 23rd 2022

IRS is making progress on tax return backlog, but millions remain unprocessed

Kate Dore, CFP®Wed, Jun 22nd 2022

Personal Finance

Tax pros ‘very skeptical’ about expanded IRS voice bots for payments plans

Wed, Jun 22nd 2022

Personal Finance

1 in 4 expats ‘seriously considering’ renouncing U.S. citizenship

Fri, Jun 17th 2022

Personal Finance

The last chance for some tax filers to avoid late penalties is June 15

Mon, Jun 13th 2022

Personal Finance

More companies are offering an after-tax 401(k) option for big savers

Fri, Jun 10th 2022

Personal Finance

Here’s how to fight a higher-than-expected property tax bill

Thu, Jun 9th 2022

Personal Finance

Tax planning begins when building your portfolio. Here’s what to know

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Thu, May 5th 2022

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