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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
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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
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What Is a Qualified Charitable Distribution (QCD)?
Tax Breaks A QCD can lower your tax bill while meeting your charitable giving goals in retirement. Here’s how.
By Kate Schubel Published
Tax Breaks -
When Are New Jersey ANCHOR Benefit Checks Going Out?
Tax Relief December through March, NJ is sending millions as part of its property tax relief program. Don't miss the extended deadline to apply.
By Kate Schubel Last updated
Tax Relief -
10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
By Daniel Goodwin Published