Tax-planning
Latest
-
Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
By Evan T. Beach, CFP®, AWMA® Published
-
More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
By Mike Dullaghan, AIF® Published
-
Gov. Hochul Wants to Triple the New York Child Tax Credit
State Tax Millions of New York families could get a larger state child tax credit check over the next two years under a new proposal.
By Gabriella Cruz-Martínez Last updated
State Tax -
Tax Changes and Key IRS Amounts for 2025
There are lots of tax changes for the 2025 tax year. Some reflect prior-year inflation. Others are new rules. But one thing is certain... all taxpayers are affected.
By Joy Taylor Last updated
-
5 Ways the Second Trump Term Could Affect Your Finances
Income tax cuts are likely to be extended, but electric vehicle tax credits could disappear.
By Sandra Block Published
-
Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
-
Should Rent Be Part of Your Retirement Plans?
Retirement Taxes Retiree renters may qualify for potential tax savings. Are you considering a move?
By Kate Schubel Last updated
Retirement Taxes -
Buckle Up: Five Risks to Avoid on the Road to Retirement
As retirement approaches, keep an eye out for the last remaining bumps in the road that could put a serious dent in your hard-earned savings.
By Bryan S. Slovon, Investment Adviser Published
-
Key 2025 IRS Updates: What You Need to Know
From IRA contributions to Social Security COLAs and the standard deduction, several changes are headed our way. Get ready to make the most of them.
By Andrew Rosen, CFP®, CEP Published