There’s an important capital gains tax exclusion you might qualify for if you sell your home. The exclusion is worth up to ...

One of the best financial investments you can make is the house you live in or rent out. Given soaring home values over the last decade, it’s not uncommon for homeowners in 2025 to see hundreds of ...

Planning how and when to withdraw money from your retirement accounts can have a big impact on how much of your savings you actually get to keep. This is especially true with 457(b) plans, which are ...

Major life changes can prompt a change in your tax filing status, bracket or available deductions. A tax refund means you’re withholding too much, and a tax bill means you’re not holding enough. The ...

You've spent decades saving for retirement. You've watched your nest egg grow, imagined the life you'll lead once the nine-to ...

From RMDs to Medicare surcharges, these common retirement tax traps could quietly raise your bill in 2026 if you don't plan ...

For families locked into highly appreciated stock that could bring a big tax hit from the capital gains on any sale of the holdings, a so-called upstream gift could offer a solution. Processing ...

When you sell a highly appreciated asset—such as a business, a piece of real estate or a long-held stock portfolio—you face the prospect of capital gains taxes that can significantly reduce your net ...

With Tax Day fast approaching, many filers make costly mistakes— here’s how to avoid them. Tax Day is just under a month away, and many filers are at risk of making costly mistakes. Andy Phillips, VP ...

Alternative Intelligence (AI) is a growing force in culture. No longer a pie-in-the-sky issue, AI is a helpful tool people can use to manage daily life. A growing area of usage is asking ChatGPT and ...

Gold isn't taxed the same way as other investments. Some investors might 'underappreciate the tax implications.' Gold stands out to investors, especially as it hits record-high prices. Gold also ...

A one-time billionaire wealth tax won’t trigger an exodus—decades of economic evidence show that exit is rare.