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West Virginia Tax Guide
State Tax West Virginia state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Which Capital Gains Are Taxable and How to Calculate Your Tax
Capital Gains Tax It's important to understand what capital gains tax is and how it's calculated, and what tax rates apply.
By Orla O'Connor Last updated
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UBS Global's Solita Marcelli: It's a Green Light for U.S. Stocks in 2025
A strong economy, rate cuts and continued AI spending should support stocks in the new year, says UBS Global's chief investment officer, Americas.
By Anne Kates Smith Published
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When Will I Receive My First 2025 Social Security Check?
Find out when you can expect your first 2025 Social Security payment and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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Will the TCJA Estate and Gift Tax Provisions Really Sunset?
Will the TCJA Estate and Gift Tax Provisions Really Sunset?
By David Silversmith Published
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka Published
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
By Jon Melton, MDRT and CORT Member Published
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Seven Great Places to Retire in Florida
retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, a comparatively low cost of living and more. Here's a look at where to live.
By the editors of Kiplinger's Personal Finance Last updated
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10 Myths About Health Savings Accounts
savings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford Last updated
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Does It Make Sense to Rent In Retirement?
Making Your Money Last Renting isn't right for all retirees, but it does offer flexibility and it frees up cash.
By Sandra Block Last updated
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The Seven Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck Last updated
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What Could a Trump Presidency Mean For Social Security and Medicare?
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president.
By Kathryn Pomroy Last updated
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Which Town in Connecticut Is Right for You? Our 5 Favorite Options
Connecticut is one of the top places to live in the U.S., but how do you pick which town to settle in? These CT communities offer something for everyone.
By Becca van Sambeck Last updated
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Kiplinger's Best Banks for Retirees
banking Retirees should be able to find a suitable account with one of these banks. They offer full-service branches, free personal checks and some attractive savings options, too.
By Lisa Gerstner Last updated
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HSAs Can Reimburse You for Medicare Premiums Paid
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an Health Savings Account to reimburse yourself.
By Kimberly Lankford Last updated
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The Best Industrial Stocks to Buy
Industrial stocks might not be the most exciting positions to own, but they play a vital role in any well-rounded portfolio. Here's how to find the best ones.
By Kyle Woodley Published
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6 Smart Ways to Save Money on Your Utility Bills
Tax Breaks Tax breaks make these green projects worth a look, as they help you save on your utility bills.
By Lisa Gerstner Last updated
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How Tax Laws and IRS Can Help If You're a Victim of Helene, Milton or Other Federally Declared Disasters
Kiplinger Tax Letter Did you know that, in addition to the tax filing and payment extensions, individuals can deduct some losses attributable to federally declared disasters?
By Joy Taylor Last updated
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How Selling a Losing Stock Position Can Lower Your Tax Bill
Unloading an underperforming stock can help keep your investment returns growing while trimming your tax bill. Here's how this strategy works.
By Charles Lewis Sizemore, CFA Published
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Investing in Senior Housing: What You Need to Know
As America ages, the demand for homes and care for older folks will increase, presenting some recession-resilient investment opportunities.
By Edward E. Fernandez Last updated
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Must-Know Annuity Terms and Glossary
Annuities don't have to be intimidating if you understand these key terms
By Donna Fuscaldo Published
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What You Can Get From the Family and Medical Leave Act
The Family and Medical Leave Act (FMLA) protects employees who need to take time off from work to care for themselves or others. You might be surprised at some of the situations it can apply to.
By Kimberly Lankford Published
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How Long-Term Care Insurance Has Become More Flexible
Today's long-term care insurance offers retirees more appealing options, which can preserve assets and protect the financial stability of a healthier partner.
By Derek A. Miser, Investment Adviser Published
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Your Loved One Fell for a Romance Scam: What Not to Do
Confronting them probably won't work, but asking them some key questions and urging them to take certain actions could.
By H. Dennis Beaver, Esq. Published
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How to Buy Treasury Bills
Rates on short-term bills are generous, with no risk. Here's a look at how Treasury bills work and how to buy them.
By Emma Patch Last updated
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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
By David Rodeck Last updated
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How to Find the Best Retirement Community for You
A retirement community can be a great option as you age. Here are seven steps to finding the right one for you.
By Daniel Bortz Last updated
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Christmas Toys at the Last Minute: Amazon Has a Secret Shop Loaded With Deals
With fast Amazon Prime shipping, shoppers could still get last-minute bargains on Christmas toys delivered by Christmas Eve or Christmas Day.
By Bob Niedt Last updated
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These Four Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four habits; do you?
By Jacob Schroeder Last updated