taxes
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10 Most Tax-Friendly States for Retirees
Taxes in Retirement If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.
By Katelyn Washington Last updated
Taxes in Retirement -
What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
Gift Tax -
'Instant' EV Tax Credits Are a Hit: $580M Paid This Year
EV Credits Claiming federal electric vehicle tax credits at the point of sale is a new and popular option in 2024.
By Kelley R. Taylor Last updated
EV Credits -
How Long Should You Keep Tax Records?
Tax Records Keep your tax records at least until the time limit for an audit runs out—and even longer for some records.
By Rocky Mengle Last updated
Tax Records -
Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
Inherited IRA -
Why Business Owners Should Review Their Buy-Sell Agreements
A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.
By John M. Goralka Last updated
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Retirees Face Significant Tax Bills Due to Fraud
Fraud A new report sheds light on how older adult scam victims end up with big tax bills and lost retirement savings.
By Kelley R. Taylor Last updated
Fraud -
Strategies to Optimize Your Social Security Benefits
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
By Jason “JB” Beckett Published
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What’s the Difference Between a CPA and a Tax Planner?
CPAs do the important number crunching for tax preparation and filing, but tax planners look at the big picture and come up with tax-saving strategies.
By Joe F. Schmitz Jr., CFP®, ChFC® Published