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How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
Tax Records -
Tax Tips for Last-Minute Filers
Tax Filing Time is running out for most people to file taxes, but these tips could help you meet the deadline.
Tax Filing -
U.S. Treasury to Eliminate Paper Checks: What It Means for Tax Refunds, Social Security
Treasury President Trump signed an executive order forcing the federal government to phase out paper check disbursements by the fall.
Treasury -
April RMD? Five Tax Strategies to Manage Your 2025 Income
Taxable Income The April 1, 2025, deadline for required minimum distributions (RMDs) is fast approaching for retirees who turned 73 in 2024.
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
Lottery Taxes -
States That Won’t Tax Your Powerball Winnings
Lottery Taxes Some states won’t take a tax bite out of your Powerball jackpot or Mega Millions payout.
Lottery Taxes -
What Can a Donor-Advised Fund Do for You? (A Lot)
DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own benefits and restrictions to navigate.
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Estate Planning When You Have International Assets
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics.
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13 Smart Uses for Your Tax Refund
tax refunds If you have a refund check coming your way, consider using it to bolster your personal balance sheet.
tax refunds
