The IRS has good news for you if you filed your taxes late during the pandemic —but you need to act before this deadline
admin The Internal Revenue Service gets grouchy when people do not file their income taxes on…
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In this state, seniors can now freeze their property taxes — here’s how
A new property tax relief law went into effect this week in Maine, which could…
Read MoreOpinion: We are in our 80s and want to transfer ownership of some homes to our children. How should we do this in a tax-advantageous way?
We are a couple in our 80s who have been retired since 1996. We have…
Read MoreDidn’t win the Mega Millions jackpot? You still need an estate plan — here’s what to do
Whoever won that ginormous Mega Millions $1.337 billion jackpot needs some serious estate planning advice.…
Read MoreA retail investor’s guide to the Inflation Reduction Act: how to prep your portfolio
If investors thought they were getting their legs in a volatile stock market, a new…
Read MoreWhat are the tax implications of a Roth conversion if I receive Social Security?
Lots of folks are considering doing Roth conversions lately, as the tax climate (and the…
Read MoreConfused about inherited IRA rules? Here’s what to know
Inherited IRAs are a gift to beneficiaries, but the rules surrounding distributions from these accounts…
Read More‘We expect it to be removed’: Democrats’ push to close ‘carried interest loophole’ in jeopardy as Sinema seeks to block effort
Sen. Kyrsten Sinema has signaled her opposition to closing a controversial tax loophole that allows…
Read MoreWhat are the best tax breaks for self-employed people?
Are you self-employed? Pull up a seat while I share three encouraging pieces of information…
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Opinion: Donor-advised funds like Fidelity’s are starving charities of the money they need
Once upon a time, charity in the United States meant pitching in to help a…
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