taxes
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The IRS Is Sending Up to $1,400 to One Million People: Are You Eligible?
Tax Credits A million taxpayers overlooked a valuable tax relief during the pandemic.
By Kelley R. Taylor Last updated
Tax Credits -
States That Tax Social Security Benefits in 2024
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel Last updated
Retirement Taxes -
Take Charge of Retirement Spending With This Simple Strategy
To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy.
By Mark Gelbman, CFP® Published
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Annuities: What They Are and How They Work
Annuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement.
By Jacob Wolinsky Last updated
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Is Unemployment Taxable? A State-by-State Guide
State Tax The federal government taxes unemployment benefits. But is unemployment taxable in your state?
By Katelyn Washington Last updated
State Tax -
What Is the Tax Cuts and Jobs Act (TCJA)?
Tax Law Everything you need to know about the TCJA and key tax credits and deductions currently set to expire at the end of 2025.
By Kate Schubel Last updated
Tax Law -
Youngkin Pushes Virginia Tax Relief: Car Tax Credits and No Tax on Tips
State Tax No tax on tips was a popular refrain during the presidential campaign. Now, Virginia’s governor has a similar plan and is looking at car taxes.
By Kelley R. Taylor Last updated
State Tax -
What Would a Government Shutdown Do to the IRS?
IRS With a government shutdown looming, some wonder how IRS operations will be affected.
By Kelley R. Taylor Last updated
IRS -
Five Year-End Strategies You Can't Afford to Miss
Instead of making New Year's resolutions, consider making some money moves that could help save you big bucks on your taxes.
By Sevasti Balafas, CFA, CPWA® Published