Latest
-
New York Tax Guide
State Tax New York state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
-
Most Expensive States for Retired Military Service Members
Military Retirement Veterans can keep more of their military retirement pay by avoiding these high-taxed, most expensive states for retired service members.
-
Amazon Credit Card Delivers $200 Intro Offer, Cash Back for Loyal Shoppers
The Chase Amazon credit card, Prime Visa, offers rewards to loyal Amazon and Whole Foods customers and comes with an immediate $200 sign-up bonus.
-
You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care at some point, but insurance is pricey. Here’s a guide to covering the expenses.
-
Are Credit Cards an Alternative Source of Income?
Thinking that having credit available means you have another source of income is misguided.
-
Retirement Calculator: How Much Do I Need to Retire?
retirement planning Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.
-
Four Questions That Keep Most Pre-Retirees Awake at Night
retirement If you worry about when you can retire, whether you'll have enough money, whether the money you do have will last… Well, you are not alone.
-
How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
-
How Are I Bonds Taxed? Nine Common Situations
Bonds Series I bonds are a popular investment that can help you save on taxes, but the federal income tax consequences can be complex.
-
How Intrafamily Loans Can Bridge the Education Funding Gap
To avoid triggering federal gift taxes, a family member can lend a student money for education at IRS-set interest rates. Here's what to keep in mind.
-
Home Office Tax Deduction: Work-from-Home Write-Offs
Tax Breaks Can you claim the home office tax deduction this year?
-
Roth IRAs: What They Are and How They Work
Roth IRA A Roth IRA is an individual retirement account that allows tax-free investment growth and distributions, as long as key rules are followed.
-
457 Plan Contribution Limits for 2025
Retirement plans There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024.
-
How to Appeal the Medicare IRMAA for 2024
Medicare There’s a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.
-
Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
-
What Is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
-
403(b) Contribution Limits for 2024: Good News for Teachers
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2024 than they could in 2023.
-
SIMPLE IRA: What It Is and How It Works
A SIMPLE IRA allows self-employed and small business owners to contribute funds toward their employees' and their own retirement savings.
-
Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
-
Can a President Fix Inflation? Here's What Donald Trump Could Do
Inflation has been a thorn in the side of many presidential administrations, but can a president fix inflation? Here's what influence Harris or Trump could have in office.
-
5 Stocks to Buy for a Trump Presidency
Donald Trump has reclaimed the White House. These five stocks are set to benefit from a second Trump presidency.
-
Lower Your Income So You Can Contribute to a Roth IRA
401(k)s If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
-
The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
-
What's Wrong With Trump's Pledge to End Taxes on Social Security Benefits
Social Security Eliminating taxes on Social Security benefits could impact your finances. Here's what you need to know.
-
Trump Tariff Plan: Which States Would Be Hit the Hardest?
Tariffs Donald Trump's campaign proposal would substantially increase prices in as many as 20 states.
-
Project 2025 Tax Overhaul Blueprint: What You Need to Know
Election 2024 Some people wonder what Project 2025 is and what it suggests for taxes.
-
A Personal Journey Through Cryptocurrency's Ups and Downs
Cryptocurrency investing presents both big opportunities and significant risks.
-
Two Consequential Tax Cases You May Not Have Heard About
The Supreme Court's decisions in these cases create uncertainty about challenging IRS regulations and guidance. Expect more litigation to follow.
-
SEP IRA vs. Solo 401(k): Which Is Better?
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually.
